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Wealthspire Advisors (Maryland)’s Toll Brothers TOL Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-297
Closed -$11K – 1891
2019
Q1 		$11K Buy
297
+11
+4% +$395 ﹤0.01% 1504
2018
Q4 		$9K Buy
286
+68
+31% +$2.18K ﹤0.01% 1517
2018
Q3 		$7K Buy
218
+47
+27% +$1.7K ﹤0.01% 1681
2018
Q2 		$6K Sell
171
-265
-61% -$10.9K ﹤0.01% 1737
2018
Q1 		$19K Buy
436
+265
+155% +$12.4K ﹤0.01% 1318
2017
Q4 		$8K Buy
171
+7
+4% +$322 ﹤0.01% 1689
2017
Q3 		$7K Buy
164
+12
+8% +$472 ﹤0.01% 1699
2017
Q2 		$6K Buy
152
+4
+3% +$149 ﹤0.01% 1725
2017
Q1 		$5K Buy
148
+32
+28% +$1.07K ﹤0.01% 1533
2016
Q4 		$4K Sell
116
-124
-52% -$3.67K ﹤0.01% 1438
2016
Q3 		$7K Hold
240
– – ﹤0.01% 1335
2016
Q2 		$6K Hold
240
– – ﹤0.01% 1312
2016
Q1 		$7K Buy
240
+28
+13% +$783 ﹤0.01% 1266
2015
Q4 		$7K Buy
+212
New +$7.56K ﹤0.01% 1281

Other funds holding TOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TOL Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Toll Brothers (TOL) in Q2 2019, closing a stake of 297 shares — an estimated $11K sold.

Wealthspire Advisors (Maryland) first reported a position in TOL in Q4 2015 and held it in 14 quarters. The position peaked at $19K in Q1 2018. 368 funds tracked by Wall St. Rank hold TOL as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Toll Brothers position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 297 Toll Brothers shares in Q2 2019, an estimated $11K.
  • Wealthspire Advisors (Maryland) first reported a position in Toll Brothers in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Toll Brothers position peaked at $19K in Q1 2018.
  • 368 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.