Personal Wealth Partners’s Toll Brothers TOL Stock Holding History

Personal 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
2020 Q1	–	Sell	-9	Closed	–	–	553
2019 Q4	$0	Hold	9	–	–	﹤0.01%	673
2019 Q3	$0	Buy	+9	New	+$332	﹤0.01%	683

Other funds holding TOL

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Personal Wealth Partners's TOL Position: Q1 2020 in Review

Personal Wealth Partners sold out of Toll Brothers (TOL) in Q1 2020, closing a stake of 9 shares.

Personal Wealth Partners first reported a position in TOL in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 313 funds tracked by Wall St. Rank hold TOL as of Q1 2020.

Personal Wealth Partners reported no remaining Toll Brothers position as of Q1 2020 after selling out during the quarter.
Personal Wealth Partners sold 9 Toll Brothers shares in Q1 2020.
Personal Wealth Partners first reported a position in Toll Brothers in Q3 2019 and held it in 2 quarters.
Personal Wealth Partners's Toll Brothers position peaked at $0 in Q4 2019.
313 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.