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IHT Wealth Management’s Toll Brothers TOL Stock Holding History

IHT 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
2018
Q1 		– Sell
-441
Closed -$23K – 1757
2017
Q4 		$23K Hold
441
– – 0.01% 946
2017
Q3 		$19K Buy
441
+40
+10% +$1.57K 0.01% 795
2017
Q2 		$76K Buy
401
+1
+0.3% +$37 0.04% 401
2017
Q1 		$14K Hold
400
– – 0.01% 748
2016
Q4 		$13K Buy
+400
New +$11.9K 0.01% 749

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 $3.38T AUM 44.17% 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

IHT Wealth Management's TOL Position: Q1 2018 in Review

IHT Wealth Management sold out of Toll Brothers (TOL) in Q1 2018, closing a stake of 441 shares — an estimated $23K sold.

IHT Wealth Management first reported a position in TOL in Q4 2016 and held it in 5 quarters. The position peaked at $76K in Q2 2017. 429 funds tracked by Wall St. Rank hold TOL as of Q1 2018.

  • IHT Wealth Management reported no remaining Toll Brothers position as of Q1 2018 after selling out during the quarter.
  • IHT Wealth Management sold 441 Toll Brothers shares in Q1 2018, an estimated $23K.
  • IHT Wealth Management first reported a position in Toll Brothers in Q4 2016 and held it in 5 quarters.
  • IHT Wealth Management's Toll Brothers position peaked at $76K in Q2 2017.
  • 429 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2018.

Based on IHT Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.