Hollow Brook Wealth Management’s Toll Brothers TOL Stock Holding History

Hollow Brook 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
2017 Q1	–	Sell	-9,500	Closed	-$294K	–	48
2016 Q4	$294K	Sell	9,500 -1,185	-11%	-$35.1K	0.18%	39
2016 Q3	$319K	Sell	10,685 -215	-2%	-$6.21K	0.19%	44
2016 Q2	$293K	Sell	10,900 -185	-2%	-$5.2K	0.2%	34
2016 Q1	$327K	Buy	11,085 +1,000	+10%	+$28K	0.2%	35
2015 Q4	$336K	Buy	+10,085	New	+$360K	0.17%	37

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CGM

Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Hollow Brook Wealth Management's TOL Position: Q1 2017 in Review

Hollow Brook Wealth Management sold out of Toll Brothers (TOL) in Q1 2017, closing a stake of 9,500 shares — an estimated $294K sold.

Hollow Brook Wealth Management first reported a position in TOL in Q4 2015 and held it in 5 quarters. The position peaked at $336K in Q4 2015. 378 funds tracked by Wall St. Rank hold TOL as of Q1 2017.

Hollow Brook Wealth Management reported no remaining Toll Brothers position as of Q1 2017 after selling out during the quarter.
Hollow Brook Wealth Management sold 9,500 Toll Brothers shares in Q1 2017, an estimated $294K.
Hollow Brook Wealth Management first reported a position in Toll Brothers in Q4 2015 and held it in 5 quarters.
Hollow Brook Wealth Management's Toll Brothers position peaked at $336K in Q4 2015.
378 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2017.

Based on Hollow Brook Wealth Management's 13F filing for Q1 2017, filed 15 May 2017.