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Wilbanks Smith & Thomas Asset Management’s Toll Brothers TOL Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018
Q4 		– Sell
-25
Closed -$1K – 1226
2018
Q3 		$1K Buy
+25
New +$905 ﹤0.01% 1554

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 $3.38T AUM 44.17% 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

Wilbanks Smith & Thomas Asset Management's TOL Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Toll Brothers (TOL) in Q4 2018, closing a stake of 25 shares — an estimated $1K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in TOL in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 383 funds tracked by Wall St. Rank hold TOL as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Toll Brothers position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 25 Toll Brothers shares in Q4 2018, an estimated $1K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Toll Brothers in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Toll Brothers position peaked at $1K in Q3 2018.
  • 383 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.