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WealthBridge Capital Management’s Toll Brothers TOL Stock Holding History

WealthBridge Capital 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
2019
Q1 		– Sell
-400
Closed -$13K – 1073
2018
Q4 		$13K Buy
+400
New +$12.8K 0.01% 484

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Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WealthBridge Capital Management's TOL Position: Q1 2019 in Review

WealthBridge Capital Management sold out of Toll Brothers (TOL) in Q1 2019, closing a stake of 400 shares — an estimated $13K sold.

WealthBridge Capital Management first reported a position in TOL in Q4 2018 and held it in 1 quarter. The position peaked at $13K in Q4 2018. 401 funds tracked by Wall St. Rank hold TOL as of Q1 2019.

  • WealthBridge Capital Management reported no remaining Toll Brothers position as of Q1 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 400 Toll Brothers shares in Q1 2019, an estimated $13K.
  • WealthBridge Capital Management first reported a position in Toll Brothers in Q4 2018 and held it in 1 quarter.
  • WealthBridge Capital Management's Toll Brothers position peaked at $13K in Q4 2018.
  • 401 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2019.

Based on WealthBridge Capital Management's 13F filing for Q1 2019, filed 15 May 2019.