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WealthPLAN Partners’s Toll Brothers TOL Stock Holding History

WealthPLAN 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
2016
Q3 		– Sell
-315
Closed -$8 – 1074
2016
Q2 		$8 Buy
+315
New +$8.85K ﹤0.01% 2542
2015
Q4 		$20 Buy
+630
New +$22.5K ﹤0.01% 1709
2015
Q2 		$12K Buy
+315
New +$11.8K 0.01% 303

Other funds holding TOL

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

WealthPLAN Partners's TOL Position: Q3 2016 in Review

WealthPLAN Partners sold out of Toll Brothers (TOL) in Q3 2016, closing a stake of 315 shares — an estimated $8 sold.

WealthPLAN Partners first reported a position in TOL in Q2 2015 and held it in 3 quarters. The position peaked at $12K in Q2 2015. 367 funds tracked by Wall St. Rank hold TOL as of Q3 2016.

  • WealthPLAN Partners reported no remaining Toll Brothers position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 315 Toll Brothers shares in Q3 2016, an estimated $8.
  • WealthPLAN Partners first reported a position in Toll Brothers in Q2 2015 and held it in 3 quarters.
  • WealthPLAN Partners's Toll Brothers position peaked at $12K in Q2 2015.
  • 367 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.