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Wealthfront’s Toll Brothers TOL Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-991
Closed -$34K – 984
2015
Q3 		$34K Buy
991
+669
+208% +$25.3K ﹤0.01% 595
2015
Q2 		$12K Buy
322
+119
+59% +$4.46K ﹤0.01% 787
2015
Q1 		$8K Buy
203
+51
+34% +$1.86K ﹤0.01% 684
2014
Q4 		$5K Buy
+152
New +$4.96K ﹤0.01% 589

Other funds holding TOL

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealthfront's TOL Position: Q4 2015 in Review

Wealthfront sold out of Toll Brothers (TOL) in Q4 2015, closing a stake of 991 shares — an estimated $34K sold.

Wealthfront first reported a position in TOL in Q4 2014 and held it in 4 quarters. The position peaked at $34K in Q3 2015. 379 funds tracked by Wall St. Rank hold TOL as of Q4 2015.

  • Wealthfront reported no remaining Toll Brothers position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 991 Toll Brothers shares in Q4 2015, an estimated $34K.
  • Wealthfront first reported a position in Toll Brothers in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Toll Brothers position peaked at $34K in Q3 2015.
  • 379 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.