Patten Group’s Toll Brothers TOL Stock Holding History

Patten Group’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 Q1	–	Sell	-100	Closed	-$3K	–	499
2018 Q4	$3K	Sell	100 -300	-75%	-$9.64K	﹤0.01%	520
2018 Q3	$13K	Hold	400	–	–	0.01%	482
2018 Q2	$15K	Sell	400 -250	-38%	-$10.2K	0.01%	430
2018 Q1	$28K	Hold	650	–	–	0.01%	374
2017 Q4	$31K	Hold	650	–	–	0.01%	388
2017 Q3	$27K	Sell	650 -100	-13%	-$3.93K	0.01%	393
2017 Q2	$30K	Hold	750	–	–	0.01%	388
2017 Q1	$26K	Hold	750	–	–	0.01%	381
2016 Q4	$24K	Hold	750	–	–	0.01%	384
2016 Q3	$21.6K	Sell	750 -350	-32%	-$10.1K	0.01%	414
2016 Q2	$29.6K	Buy	1,100 +15	+1%	+$421	0.01%	359
2016 Q1	$32K	Hold	1,085	–	–	0.02%	351
2015 Q4	$36.1K	Buy	1,085 +50	+5%	+$1.78K	0.02%	346
2015 Q3	$35.4K	Hold	1,035	–	–	0.02%	310
2015 Q2	$39.5K	Buy	+1,035	New	+$38.7K	0.02%	313

Other funds holding TOL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Patten Group's TOL Position: Q1 2019 in Review

Patten Group sold out of Toll Brothers (TOL) in Q1 2019, closing a stake of 100 shares — an estimated $3K sold.

Patten Group first reported a position in TOL in Q2 2015 and held it in 15 quarters. The position peaked at $39.5K in Q2 2015. 401 funds tracked by Wall St. Rank hold TOL as of Q1 2019.

Patten Group reported no remaining Toll Brothers position as of Q1 2019 after selling out during the quarter.
Patten Group sold 100 Toll Brothers shares in Q1 2019, an estimated $3K.
Patten Group first reported a position in Toll Brothers in Q2 2015 and held it in 15 quarters.
Patten Group's Toll Brothers position peaked at $39.5K in Q2 2015.
401 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.