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WealthTrust-Arizona’s Toll Brothers TOL Stock Holding History

WealthTrust-Arizona’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
Q4 		$16K Sell
498
-58
-10% -$1.86K 0.01% 310
2018
Q3 		$18K Buy
556
+102
+22% +$3.69K 0.01% 310
2018
Q2 		$17K Buy
454
+1
+0.2% +$41 0.01% 301
2018
Q1 		$20K Hold
453
– – 0.01% 283
2017
Q4 		$22K Buy
453
+1
+0.2% +$46 0.01% 272
2017
Q3 		$19K Buy
452
+51
+13% +$2.01K 0.01% 291
2017
Q2 		$16K Buy
401
+1
+0.3% +$37 0.01% 298
2017
Q1 		$14K Sell
400
-200
-33% -$6.67K 0.01% 325
2016
Q4 		$19K Hold
600
– – 0.01% 262
2016
Q3 		$18K Hold
600
– – 0.01% 264
2016
Q2 		$16K Sell
600
-100
-14% -$2.81K 0.01% 278
2016
Q1 		$21K Hold
700
– – 0.01% 232
2015
Q4 		$23K Buy
700
+100
+17% +$3.57K 0.01% 231
2015
Q3 		$21K Buy
600
+100
+20% +$3.79K 0.01% 257
2015
Q2 		$19K Buy
500
+100
+25% +$3.74K 0.01% 299
2015
Q1 		$16K Hold
400
– – 0.01% 327
2014
Q4 		$14K Hold
400
– – 0.01% 358
2014
Q3 		$12K Buy
400
+100
+33% +$3.43K 0.01% 389
2014
Q2 		$11K Hold
300
– – 0.01% 401
2014
Q1 		$11K Hold
300
– – 0.01% 415
2013
Q4 		$11K Hold
300
– – 0.01% 398
2013
Q3 		$10K Hold
300
– – 0.01% 372
2013
Q2 		$10K Buy
+300
New +$10.1K 0.01% 341

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

WealthTrust-Arizona's TOL Position: Q4 2018 in Review

WealthTrust-Arizona reduced its Toll Brothers (TOL) stake by 10% in Q4 2018, selling an estimated $1.86K and leaving 498 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #310.

WealthTrust-Arizona first reported a position in TOL in Q2 2013 and has held it in 23 quarters since. The position peaked at $23K in Q4 2015. 383 funds tracked by Wall St. Rank hold TOL as of Q4 2018.

  • WealthTrust-Arizona held 498 shares of Toll Brothers worth $16K as of Q4 2018.
  • WealthTrust-Arizona sold 58 Toll Brothers shares in Q4 2018, an estimated $1.86K.
  • Toll Brothers made up 0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #310 holding.
  • WealthTrust-Arizona first reported a position in Toll Brothers in Q2 2013 and has held it in 23 quarters since.
  • WealthTrust-Arizona's Toll Brothers position peaked at $23K in Q4 2015.
  • 383 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.