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Bedel Financial Consulting’s Toll Brothers TOL Stock Holding History

Bedel Financial Consulting’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
2018
Q3 		– Sell
-429
Closed -$16K – 716
2018
Q2 		$16K Sell
429
-299
-41% -$12.2K 0.01% 414
2018
Q1 		$31K Buy
+728
New +$34.2K 0.02% 325

Other funds holding TOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bedel Financial Consulting's TOL Position: Q3 2018 in Review

Bedel Financial Consulting sold out of Toll Brothers (TOL) in Q3 2018, closing a stake of 429 shares — an estimated $16K sold.

Bedel Financial Consulting first reported a position in TOL in Q1 2018 and held it in 2 quarters. The position peaked at $31K in Q1 2018. 428 funds tracked by Wall St. Rank hold TOL as of Q3 2018.

  • Bedel Financial Consulting reported no remaining Toll Brothers position as of Q3 2018 after selling out during the quarter.
  • Bedel Financial Consulting sold 429 Toll Brothers shares in Q3 2018, an estimated $16K.
  • Bedel Financial Consulting first reported a position in Toll Brothers in Q1 2018 and held it in 2 quarters.
  • Bedel Financial Consulting's Toll Brothers position peaked at $31K in Q1 2018.
  • 428 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2018.

Based on Bedel Financial Consulting's 13F filing for Q3 2018, filed 1 Nov 2018.