Cornerstone Advisors (Washington)’s Toll Brothers TOL Stock Holding History

Cornerstone Advisors (Washington)’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
2020 Q3	$1K	Buy	+12	New	+$485	﹤0.01%	694
2020 Q2	–	Sell	-246	Closed	-$5K	–	794
2020 Q1	$5K	Hold	246	–	–	﹤0.01%	505
2019 Q4	$10K	Hold	246	–	–	﹤0.01%	428
2019 Q3	$10K	Sell	246 -29	-11%	-$1.07K	﹤0.01%	415
2019 Q2	$10K	Buy	275 +29	+12%	+$1.08K	﹤0.01%	788
2019 Q1	$9K	Buy	246 +48	+24%	+$1.73K	﹤0.01%	738
2018 Q4	$7K	Sell	198 -11	-5%	-$353	﹤0.01%	717
2018 Q3	$7K	Buy	209 +31	+17%	+$1.12K	﹤0.01%	718
2018 Q2	$7K	Sell	178 -26	-13%	-$1.06K	﹤0.01%	680
2018 Q1	$9K	Buy	204 +26	+15%	+$1.22K	0.01%	615
2017 Q4	$9K	Hold	178	–	–	0.01%	599
2017 Q3	$7K	Hold	178	–	–	﹤0.01%	648
2017 Q2	$7K	Hold	178	–	–	﹤0.01%	646
2017 Q1	$6K	Hold	178	–	–	﹤0.01%	676
2016 Q4	$6K	Buy	+178	New	+$5.28K	0.01%	684
2014 Q3	–	Sell	-17	Closed	-$1K	–	645
2014 Q2	$1K	Hold	17	–	–	﹤0.01%	608
2014 Q1	$1K	Buy	+17	New	+$626	﹤0.01%	542

Other funds holding TOL

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cornerstone Advisors (Washington)'s TOL Position: Q3 2020 in Review

Cornerstone Advisors (Washington) opened a new position in Toll Brothers (TOL) in Q3 2020: 12 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #694 among its holdings. This is a return to the name: Cornerstone Advisors (Washington) previously reported a position in TOL as recently as Q1 2020.

Cornerstone Advisors (Washington) first reported a position in TOL in Q1 2014 and has held it in 17 quarters since. The position peaked at $10K in Q4 2019. 371 funds tracked by Wall St. Rank hold TOL as of Q3 2020.

Cornerstone Advisors (Washington) held 12 shares of Toll Brothers worth $1K as of Q3 2020.
Toll Brothers was a new Cornerstone Advisors (Washington) position in Q3 2020.
Toll Brothers made up ﹤0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #694 holding.
Cornerstone Advisors (Washington) first reported a position in Toll Brothers in Q1 2014 and has held it in 17 quarters since.
Cornerstone Advisors (Washington)'s Toll Brothers position peaked at $10K in Q4 2019.
371 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.