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Evercore Wealth Management’s Toll Brothers TOL Stock Holding History

Evercore 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
2016
Q2 		– Sell
-723
Closed -$21K – 1043
2016
Q1 		$21K Buy
+723
New +$20.2K ﹤0.01% 715

Other funds holding TOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Bank of New York Mellon
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

Evercore Wealth Management's TOL Position: Q2 2016 in Review

Evercore Wealth Management sold out of Toll Brothers (TOL) in Q2 2016, closing a stake of 723 shares — an estimated $21K sold.

Evercore Wealth Management first reported a position in TOL in Q1 2016 and held it in 1 quarter. The position peaked at $21K in Q1 2016. 364 funds tracked by Wall St. Rank hold TOL as of Q2 2016.

  • Evercore Wealth Management reported no remaining Toll Brothers position as of Q2 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 723 Toll Brothers shares in Q2 2016, an estimated $21K.
  • Evercore Wealth Management first reported a position in Toll Brothers in Q1 2016 and held it in 1 quarter.
  • Evercore Wealth Management's Toll Brothers position peaked at $21K in Q1 2016.
  • 364 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2016.

Based on Evercore Wealth Management's 13F filing for Q2 2016, filed 1 Aug 2016.