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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Toll Brothers TOL Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2018
Q3 		– Sell
-100
Closed -$4K – 345
2018
Q2 		$4K Hold
100
– – ﹤0.01% 380
2018
Q1 		$4K Buy
+100
New +$4.7K ﹤0.01% 385
2017
Q4 		– Sell
-100
Closed -$4K – 432
2017
Q3 		$4K Hold
100
– – ﹤0.01% 347
2017
Q2 		$3K Hold
100
– – ﹤0.01% 346
2017
Q1 		$4K Hold
100
– – ﹤0.01% 369
2016
Q4 		$4K Hold
100
– – ﹤0.01% 412
2016
Q3 		$2K Hold
100
– – ﹤0.01% 398
2016
Q2 		$2K Hold
100
– – ﹤0.01% 373
2016
Q1 		$2K Hold
100
– – ﹤0.01% 352
2015
Q4 		$3K Buy
+100
New +$3.57K ﹤0.01% 332

Other funds holding TOL

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 $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's TOL Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Toll Brothers (TOL) in Q3 2018, closing a stake of 100 shares — an estimated $4K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in TOL in Q4 2015 and held it in 10 quarters. The position peaked at $4K in Q2 2018. 428 funds tracked by Wall St. Rank hold TOL as of Q3 2018.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Toll Brothers position as of Q3 2018 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 100 Toll Brothers shares in Q3 2018, an estimated $4K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Toll Brothers in Q4 2015 and held it in 10 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Toll Brothers position peaked at $4K in Q2 2018.
  • 428 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.