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Laurel Wealth Advisors (California)’s Toll Brothers TOL Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		– Sell
-4,900
Closed -$201K – 490
2019
Q3 		$201K Buy
+4,900
New +$181K 0.03% 434
2016
Q2 		– Sell
-14,450
Closed -$426K – 322
2016
Q1 		$426K Hold
14,450
– – 0.21% 121
2015
Q4 		$481K Buy
+14,450
New +$516K 0.25% 110

Other funds holding TOL

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Laurel Wealth Advisors (California)'s TOL Position: Q4 2019 in Review

Laurel Wealth Advisors (California) sold out of Toll Brothers (TOL) in Q4 2019, closing a stake of 4,900 shares — an estimated $201K sold.

Laurel Wealth Advisors (California) first reported a position in TOL in Q4 2015 and held it in 3 quarters. The position peaked at $481K in Q4 2015. 375 funds tracked by Wall St. Rank hold TOL as of Q4 2019.

  • Laurel Wealth Advisors (California) reported no remaining Toll Brothers position as of Q4 2019 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 4,900 Toll Brothers shares in Q4 2019, an estimated $201K.
  • Laurel Wealth Advisors (California) first reported a position in Toll Brothers in Q4 2015 and held it in 3 quarters.
  • Laurel Wealth Advisors (California)'s Toll Brothers position peaked at $481K in Q4 2015.
  • 375 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2019.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2019, filed 13 Feb 2020.