Bartlett & Co’s Toll Brothers TOL Stock Holding History

Bartlett & Co’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
2019 Q3	–	Sell	-4	Closed	–	–	918
2019 Q2	$0	Buy	+4	New	+$149	﹤0.01%	797
2017 Q1	–	Sell	-1,000	Closed	-$31K	–	716
2016 Q4	$31K	Buy	+1,000	New	+$29.6K	﹤0.01%	493

Other funds holding TOL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bartlett & Co's TOL Position: Q3 2019 in Review

Bartlett & Co sold out of Toll Brothers (TOL) in Q3 2019, closing a stake of 4 shares.

Bartlett & Co first reported a position in TOL in Q4 2016 and held it in 2 quarters. The position peaked at $31K in Q4 2016. 377 funds tracked by Wall St. Rank hold TOL as of Q3 2019.

Bartlett & Co reported no remaining Toll Brothers position as of Q3 2019 after selling out during the quarter.
Bartlett & Co sold 4 Toll Brothers shares in Q3 2019.
Bartlett & Co first reported a position in Toll Brothers in Q4 2016 and held it in 2 quarters.
Bartlett & Co's Toll Brothers position peaked at $31K in Q4 2016.
377 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2019.

Based on Bartlett & Co's 13F filing for Q3 2019, filed 4 Nov 2019.