TrueWealth LLC’s Toll Brothers TOL Stock Holding History

TrueWealth LLC’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	-25	Closed	-$1K	–	849
2018 Q2	$1K	Hold	25	–	–	﹤0.01%	808
2018 Q1	$1K	Hold	25	–	–	﹤0.01%	778
2017 Q4	$1K	Buy	+25	New	+$1.15K	﹤0.01%	890

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

TrueWealth LLC's TOL Position: Q3 2018 in Review

TrueWealth LLC sold out of Toll Brothers (TOL) in Q3 2018, closing a stake of 25 shares — an estimated $1K sold.

TrueWealth LLC first reported a position in TOL in Q4 2017 and held it in 3 quarters. The position peaked at $1K in Q2 2018. 428 funds tracked by Wall St. Rank hold TOL as of Q3 2018.

TrueWealth LLC reported no remaining Toll Brothers position as of Q3 2018 after selling out during the quarter.
TrueWealth LLC sold 25 Toll Brothers shares in Q3 2018, an estimated $1K.
TrueWealth LLC first reported a position in Toll Brothers in Q4 2017 and held it in 3 quarters.
TrueWealth LLC's Toll Brothers position peaked at $1K in Q2 2018.
428 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2018.

Based on TrueWealth LLC's 13F filing for Q3 2018, filed 16 Oct 2018.