LFA
TOL icon

Legacy Financial Advisors’s Toll Brothers TOL Stock Holding History

Legacy Financial Advisors’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
Q2 		– Sell
-15
Closed -$1K – 831
2019
Q1 		$1K Hold
15
– – ﹤0.01% 1018
2018
Q4 		$0 Buy
+15
New +$482 ﹤0.01% 1048
2018
Q2 		– Sell
-229
Closed -$9K – 957
2018
Q1 		$9K Sell
229
-67
-23% -$3.15K ﹤0.01% 511
2017
Q4 		$14K Buy
+296
New +$13.6K 0.01% 422

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Legacy Financial Advisors's TOL Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Toll Brothers (TOL) in Q2 2019, closing a stake of 15 shares — an estimated $1K sold.

Legacy Financial Advisors first reported a position in TOL in Q4 2017 and held it in 4 quarters. The position peaked at $14K in Q4 2017. 368 funds tracked by Wall St. Rank hold TOL as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Toll Brothers position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 15 Toll Brothers shares in Q2 2019, an estimated $1K.
  • Legacy Financial Advisors first reported a position in Toll Brothers in Q4 2017 and held it in 4 quarters.
  • Legacy Financial Advisors's Toll Brothers position peaked at $14K in Q4 2017.
  • 368 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.