FineMark National Bank & Trust
TOL icon

FineMark National Bank & Trust’s Toll Brothers TOL Stock Holding History

FineMark National Bank & Trust’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
Q3 		– Sell
-250
Closed -$7K – 1418
2016
Q2 		$7K Buy
+250
New +$7.03K ﹤0.01% 1022
2015
Q4 		– Sell
-1,000
Closed -$34K – 1477
2015
Q3 		$34K Hold
1,000
– – ﹤0.01% 734
2015
Q2 		$38K Hold
1,000
– – 0.01% 727
2015
Q1 		$39K Buy
+1,000
New +$36.5K 0.01% 730

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $3.38T AUM 44.17% 1-Year Est. Return
BlackRock Institutional Trust
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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

FineMark National Bank & Trust's TOL Position: Q3 2016 in Review

FineMark National Bank & Trust sold out of Toll Brothers (TOL) in Q3 2016, closing a stake of 250 shares — an estimated $7K sold.

FineMark National Bank & Trust first reported a position in TOL in Q1 2015 and held it in 4 quarters. The position peaked at $39K in Q1 2015. 367 funds tracked by Wall St. Rank hold TOL as of Q3 2016.

  • FineMark National Bank & Trust reported no remaining Toll Brothers position as of Q3 2016 after selling out during the quarter.
  • FineMark National Bank & Trust sold 250 Toll Brothers shares in Q3 2016, an estimated $7K.
  • FineMark National Bank & Trust first reported a position in Toll Brothers in Q1 2015 and held it in 4 quarters.
  • FineMark National Bank & Trust's Toll Brothers position peaked at $39K in Q1 2015.
  • 367 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2016.

Based on FineMark National Bank & Trust's 13F filing for Q3 2016, filed 10 Nov 2016.