BWM
TOL icon

BigSur Wealth Management’s Toll Brothers TOL Stock Holding History

BigSur Wealth Management’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
-7,420
Closed -$274K – 109
2018
Q2 		$274K Hold
7,420
– – 0.2% 79
2018
Q1 		$321K Hold
7,420
– – 0.23% 78
2017
Q4 		$356K Hold
7,420
– – 0.35% 60
2017
Q3 		$308K Sell
7,420
-2,580
-26% -$101K 0.31% 67
2017
Q2 		$397K Hold
10,000
– – 0.4% 56
2017
Q1 		$374K Hold
10,000
– – 0.4% 56
2016
Q4 		$310K Buy
+10,000
New +$296K 0.41% 56

Other funds holding TOL

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return