Burt Wealth Advisors’s Toll Brothers TOL Stock Holding History

Burt Wealth 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
2016 Q2	–	Sell	-16	Closed	-$1K	–	556
2016 Q1	$1K	Buy	+16	New	+$447	﹤0.01%	560

Other funds holding TOL

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CGM

Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return

Burt Wealth Advisors's TOL Position: Q2 2016 in Review

Burt Wealth Advisors sold out of Toll Brothers (TOL) in Q2 2016, closing a stake of 16 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in TOL in Q1 2016 and held it in 1 quarter. The position peaked at $1K in Q1 2016. 364 funds tracked by Wall St. Rank hold TOL as of Q2 2016.

Burt Wealth Advisors reported no remaining Toll Brothers position as of Q2 2016 after selling out during the quarter.
Burt Wealth Advisors sold 16 Toll Brothers shares in Q2 2016, an estimated $1K.
Burt Wealth Advisors first reported a position in Toll Brothers in Q1 2016 and held it in 1 quarter.
Burt Wealth Advisors's Toll Brothers position peaked at $1K in Q1 2016.
364 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.