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Kanaly Trust’s Toll Brothers TOL Stock Holding History

Kanaly Trust’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
2016
Q4 		– Sell
-88
Closed -$3K – 948
2016
Q3 		$3K Buy
+88
New +$2.54K ﹤0.01% 748
2016
Q1 		– Sell
-70
Closed -$2K – 929
2015
Q4 		$2K Hold
70
– – ﹤0.01% 814
2015
Q3 		$2K Sell
70
-17
-20% -$644 ﹤0.01% 795
2015
Q2 		$3K Hold
87
– – ﹤0.01% 735
2015
Q1 		$3K Sell
87
-100
-53% -$3.65K ﹤0.01% 579
2014
Q4 		$6K Buy
187
+87
+87% +$2.84K ﹤0.01% 523
2014
Q3 		$3K Hold
100
– – ﹤0.01% 643
2014
Q2 		$4K Hold
100
– – ﹤0.01% 577
2014
Q1 		$4K Hold
100
– – ﹤0.01% 595
2013
Q4 		$4K Buy
+100
New +$3.32K ﹤0.01% 518

Other funds holding TOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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 $6.07B AUM 11.2% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Kanaly Trust's TOL Position: Q4 2016 in Review

Kanaly Trust sold out of Toll Brothers (TOL) in Q4 2016, closing a stake of 88 shares — an estimated $3K sold.

Kanaly Trust first reported a position in TOL in Q4 2013 and held it in 10 quarters. The position peaked at $6K in Q4 2014. 375 funds tracked by Wall St. Rank hold TOL as of Q4 2016.

  • Kanaly Trust reported no remaining Toll Brothers position as of Q4 2016 after selling out during the quarter.
  • Kanaly Trust sold 88 Toll Brothers shares in Q4 2016, an estimated $3K.
  • Kanaly Trust first reported a position in Toll Brothers in Q4 2013 and held it in 10 quarters.
  • Kanaly Trust's Toll Brothers position peaked at $6K in Q4 2014.
  • 375 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.