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Freestone Capital Holdings’s Toll Brothers TOL Stock Holding History

Freestone Capital Holdings’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
Q4 		– Sell
-400
Closed -$19.5K – 1322
2020
Q3 		$19.5K Buy
+400
New +$16.2K ﹤0.01% 653
2013
Q4 		– Sell
-13,400
Closed -$445K – 380
2013
Q3 		$445K Buy
+13,400
New +$433K 0.08% 240

Other funds holding TOL

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Freestone Capital Holdings's TOL Position: Q4 2020 in Review

Freestone Capital Holdings sold out of Toll Brothers (TOL) in Q4 2020, closing a stake of 400 shares — an estimated $19.5K sold.

Freestone Capital Holdings first reported a position in TOL in Q3 2013 and held it in 2 quarters. The position peaked at $445K in Q3 2013. 362 funds tracked by Wall St. Rank hold TOL as of Q4 2020.

  • Freestone Capital Holdings reported no remaining Toll Brothers position as of Q4 2020 after selling out during the quarter.
  • Freestone Capital Holdings sold 400 Toll Brothers shares in Q4 2020, an estimated $19.5K.
  • Freestone Capital Holdings first reported a position in Toll Brothers in Q3 2013 and held it in 2 quarters.
  • Freestone Capital Holdings's Toll Brothers position peaked at $445K in Q3 2013.
  • 362 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2020.

Based on Freestone Capital Holdings's 13F filing for Q4 2020, filed 16 Feb 2021.