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Howe & Rusling’s Toll Brothers TOL Stock Holding History

Howe & Rusling’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
Q1 		– Sell
-405
Closed -$19K – 1000
2017
Q4 		$19K Hold
405
– – ﹤0.01% 397
2017
Q3 		$17K Hold
405
– – ﹤0.01% 401
2017
Q2 		$16K Hold
405
– – ﹤0.01% 399
2017
Q1 		$15K Buy
+405
New +$13.5K ﹤0.01% 409
2016
Q2 		– Sell
-465
Closed -$14K – 1046
2016
Q1 		$14K Buy
+465
New +$13K ﹤0.01% 472
2015
Q4 		– Sell
-200
Closed -$7K – 1067
2015
Q3 		$7K Sell
200
-100
-33% -$3.79K ﹤0.01% 576
2015
Q2 		$11K Buy
300
+100
+50% +$3.74K ﹤0.01% 506
2015
Q1 		$8K Hold
200
– – ﹤0.01% 538
2014
Q4 		$7K Hold
200
– – ﹤0.01% 572
2014
Q3 		$6K Sell
200
-200
-50% -$6.85K ﹤0.01% 579
2014
Q2 		$15K Sell
400
-312
-44% -$11.1K ﹤0.01% 434
2014
Q1 		$26K Buy
712
+328
+85% +$12.1K 0.01% 420
2013
Q4 		$14K Buy
384
+184
+92% +$6.1K ﹤0.01% 444
2013
Q3 		$6K Hold
200
– – ﹤0.01% 674
2013
Q2 		$7K Buy
+200
New +$6.76K ﹤0.01% 667

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 $2.3T AUM 54.33% 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 $552B AUM 44.19% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Howe & Rusling's TOL Position: Q1 2018 in Review

Howe & Rusling sold out of Toll Brothers (TOL) in Q1 2018, closing a stake of 405 shares — an estimated $19K sold.

Howe & Rusling first reported a position in TOL in Q2 2013 and held it in 15 quarters. The position peaked at $26K in Q1 2014. 429 funds tracked by Wall St. Rank hold TOL as of Q1 2018.

  • Howe & Rusling reported no remaining Toll Brothers position as of Q1 2018 after selling out during the quarter.
  • Howe & Rusling sold 405 Toll Brothers shares in Q1 2018, an estimated $19K.
  • Howe & Rusling first reported a position in Toll Brothers in Q2 2013 and held it in 15 quarters.
  • Howe & Rusling's Toll Brothers position peaked at $26K in Q1 2014.
  • 429 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2018.

Based on Howe & Rusling's 13F filing for Q1 2018, filed 14 May 2018.