Gideon Capital Advisors’s Toll Brothers TOL Stock Holding History

Gideon Capital Advisors’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
2019 Q2	–	Sell	-5,900	Closed	-$214K	–	430
2019 Q1	$214K	Buy	+5,900	New	+$212K	0.08%	341
2018 Q4	–	Sell	-12,448	Closed	-$411K	–	510
2018 Q3	$411K	Buy	12,448 +4,375	+54%	+$158K	0.19%	181
2018 Q2	$299K	Sell	8,073 -9,067	-53%	-$371K	0.15%	257
2018 Q1	$741K	Buy	+17,140	New	+$805K	0.46%	52
2017 Q1	–	Sell	-6,509	Closed	-$202K	–	513
2016 Q4	$202K	Buy	+6,509	New	+$193K	0.13%	375
2016 Q3	–	Sell	-63,928	Closed	-$1.72M	–	277
2016 Q2	$1.72M	Buy	63,928 +56,701	+785%	+$1.59M	1%	25
2016 Q1	$213K	Sell	7,227 -16,303	-69%	-$456K	0.27%	124
2015 Q4	$784K	Buy	23,530 +15,476	+192%	+$552K	0.57%	64
2015 Q3	$276K	Buy	+8,054	New	+$305K	0.16%	166
2014 Q4	–	Sell	-53,418	Closed	-$1.67M	–	307
2014 Q3	$1.67M	Sell	53,418 -39,511	-43%	-$1.35M	0.64%	46
2014 Q2	$3.43M	Buy	+92,929	New	+$3.3M	1.24%	13

Other funds holding TOL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Gideon Capital Advisors's TOL Position: Q2 2019 in Review

Gideon Capital Advisors sold out of Toll Brothers (TOL) in Q2 2019, closing a stake of 5,900 shares — an estimated $214K sold.

Gideon Capital Advisors first reported a position in TOL in Q2 2014 and held it in 11 quarters. The position peaked at $3.43M in Q2 2014. 368 funds tracked by Wall St. Rank hold TOL as of Q2 2019.

Gideon Capital Advisors reported no remaining Toll Brothers position as of Q2 2019 after selling out during the quarter.
Gideon Capital Advisors sold 5,900 Toll Brothers shares in Q2 2019, an estimated $214K.
Gideon Capital Advisors first reported a position in Toll Brothers in Q2 2014 and held it in 11 quarters.
Gideon Capital Advisors's Toll Brothers position peaked at $3.43M in Q2 2014.
368 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2019.

Based on Gideon Capital Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.