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Mission Wealth Management’s Toll Brothers TOL Stock Holding History

Mission 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
2015
Q4 		– Sell
-12,000
Closed -$411K – 146
2015
Q3 		$411K Buy
+12,000
New +$454K 0.12% 77

Other funds holding TOL

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mission Wealth Management's TOL Position: Q4 2015 in Review

Mission Wealth Management sold out of Toll Brothers (TOL) in Q4 2015, closing a stake of 12,000 shares — an estimated $411K sold.

Mission Wealth Management first reported a position in TOL in Q3 2015 and held it in 1 quarter. The position peaked at $411K in Q3 2015. 379 funds tracked by Wall St. Rank hold TOL as of Q4 2015.

  • Mission Wealth Management reported no remaining Toll Brothers position as of Q4 2015 after selling out during the quarter.
  • Mission Wealth Management sold 12,000 Toll Brothers shares in Q4 2015, an estimated $411K.
  • Mission Wealth Management first reported a position in Toll Brothers in Q3 2015 and held it in 1 quarter.
  • Mission Wealth Management's Toll Brothers position peaked at $411K in Q3 2015.
  • 379 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2015.

Based on Mission Wealth Management's 13F filing for Q4 2015, filed 16 Feb 2016.