WTNA
TOL icon

Wilmington Trust National Association’s Toll Brothers TOL Stock Holding History

Wilmington Trust National Association’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
2014
Q2 		$410K Sell
11,118
-1,001
-8% -$35.5K 0.01% 408
2014
Q1 		$435K Buy
12,119
+1,000
+9% +$36.8K 0.02% 381
2013
Q4 		$411K Buy
11,119
+4,600
+71% +$153K 0.02% 383
2013
Q3 		$211K Buy
+6,519
New +$211K 0.01% 532

Other funds holding TOL

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wilmington Trust National Association's TOL Position: Q2 2014 in Review

Wilmington Trust National Association reduced its Toll Brothers (TOL) stake by 8.3% in Q2 2014, selling an estimated $35.5K and leaving 11,118 shares worth $410K. The position accounts for 0.01% of the portfolio, ranked #408.

Wilmington Trust National Association first reported a position in TOL in Q3 2013 and has held it in 4 quarters since. The position peaked at $435K in Q1 2014. 346 funds tracked by Wall St. Rank hold TOL as of Q2 2014.

  • Wilmington Trust National Association held 11,118 shares of Toll Brothers worth $410K as of Q2 2014.
  • Wilmington Trust National Association sold 1,001 Toll Brothers shares in Q2 2014, an estimated $35.5K.
  • Toll Brothers made up 0.01% of Wilmington Trust National Association's portfolio in Q2 2014, its #408 holding.
  • Wilmington Trust National Association first reported a position in Toll Brothers in Q3 2013 and has held it in 4 quarters since.
  • Wilmington Trust National Association's Toll Brothers position peaked at $435K in Q1 2014.
  • 346 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2014.

Based on Wilmington Trust National Association's 13F filing for Q2 2014, filed 13 Aug 2014.