MYCIO Wealth Partners’s Toll Brothers TOL Stock Holding History

MYCIO Wealth Partners’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	-500	Closed	-$15K	–	610
2016 Q3	$15K	Hold	500	–	–	﹤0.01%	516
2016 Q2	$13K	Buy	500 +50	+11%	+$1.41K	﹤0.01%	535
2016 Q1	$13K	Buy	450 +50	+13%	+$1.4K	﹤0.01%	491
2015 Q4	$13K	Buy	400 +100	+33%	+$3.57K	﹤0.01%	508
2015 Q3	$10K	Hold	300	–	–	﹤0.01%	553
2015 Q2	$11K	Buy	+300	New	+$11.2K	﹤0.01%	513
2014 Q4	–	Sell	-800	Closed	-$25K	–	663
2014 Q3	$25K	Hold	800	–	–	0.01%	335
2014 Q2	$30K	Hold	800	–	–	0.01%	335
2014 Q1	$29K	Hold	800	–	–	0.01%	330
2013 Q4	$30K	Hold	800	–	–	0.01%	312
2013 Q3	$26K	Hold	800	–	–	0.01%	307
2013 Q2	$26K	Buy	+800	New	+$27K	0.01%	308

Other funds holding TOL

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

MYCIO Wealth Partners's TOL Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Toll Brothers (TOL) in Q4 2016, closing a stake of 500 shares — an estimated $15K sold.

MYCIO Wealth Partners first reported a position in TOL in Q2 2013 and held it in 12 quarters. The position peaked at $30K in Q2 2014. 375 funds tracked by Wall St. Rank hold TOL as of Q4 2016.

MYCIO Wealth Partners reported no remaining Toll Brothers position as of Q4 2016 after selling out during the quarter.
MYCIO Wealth Partners sold 500 Toll Brothers shares in Q4 2016, an estimated $15K.
MYCIO Wealth Partners first reported a position in Toll Brothers in Q2 2013 and held it in 12 quarters.
MYCIO Wealth Partners's Toll Brothers position peaked at $30K in Q2 2014.
375 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.