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Lucia Wealth Services’s Toll Brothers TOL Stock Holding History

Lucia Wealth Services’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
Q3 		– Sell
-5,766
Closed -$213K – 236
2018
Q2 		$213K Sell
5,766
-55,417
-91% -$2.27M 0.09% 127
2018
Q1 		$2.65M Buy
61,183
+18,963
+45% +$890K 0.86% 45
2017
Q4 		$2.03M Buy
+42,220
New +$1.94M 0.9% 26

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Lucia Wealth Services's TOL Position: Q3 2018 in Review

Lucia Wealth Services sold out of Toll Brothers (TOL) in Q3 2018, closing a stake of 5,766 shares — an estimated $213K sold.

Lucia Wealth Services first reported a position in TOL in Q4 2017 and held it in 3 quarters. The position peaked at $2.65M in Q1 2018. 428 funds tracked by Wall St. Rank hold TOL as of Q3 2018.

  • Lucia Wealth Services reported no remaining Toll Brothers position as of Q3 2018 after selling out during the quarter.
  • Lucia Wealth Services sold 5,766 Toll Brothers shares in Q3 2018, an estimated $213K.
  • Lucia Wealth Services first reported a position in Toll Brothers in Q4 2017 and held it in 3 quarters.
  • Lucia Wealth Services's Toll Brothers position peaked at $2.65M in Q1 2018.
  • 428 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2018.

Based on Lucia Wealth Services's 13F filing for Q3 2018, filed 14 Nov 2018.