UMA
TOL icon

USA Mutuals Advisors’s Toll Brothers TOL Stock Holding History

USA Mutuals Advisors’s Portfolio TOL Stock Details TOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-10,000
Closed -$324K – 58
2013
Q3 		$324K Buy
+10,000
New +$323K 0.21% 38

Other funds holding TOL

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

USA Mutuals Advisors's TOL Position: Q4 2013 in Review

USA Mutuals Advisors sold out of Toll Brothers (TOL) in Q4 2013, closing a stake of 10,000 shares — an estimated $324K sold.

USA Mutuals Advisors first reported a position in TOL in Q3 2013 and held it in 1 quarter. The position peaked at $324K in Q3 2013. 337 funds tracked by Wall St. Rank hold TOL as of Q4 2013.

  • USA Mutuals Advisors reported no remaining Toll Brothers position as of Q4 2013 after selling out during the quarter.
  • USA Mutuals Advisors sold 10,000 Toll Brothers shares in Q4 2013, an estimated $324K.
  • USA Mutuals Advisors first reported a position in Toll Brothers in Q3 2013 and held it in 1 quarter.
  • USA Mutuals Advisors's Toll Brothers position peaked at $324K in Q3 2013.
  • 337 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2013.

Based on USA Mutuals Advisors's 13F filing for Q4 2013, filed 9 Sep 2015.