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Winfield Associates’s Toll Brothers TOL Stock Holding History

Winfield Associates’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
Q1 		– Sell
-265
Closed -$13K – 608
2017
Q4 		$13K Sell
265
-471
-64% -$21.7K 0.01% 392
2017
Q3 		$31K Sell
736
-93
-11% -$3.66K 0.02% 237
2017
Q2 		$32K Buy
829
+103
+14% +$3.84K 0.02% 227
2017
Q1 		$27K Buy
726
+461
+174% +$15.4K 0.02% 232
2016
Q4 		$8K Buy
265
+90
+51% +$2.67K ﹤0.01% 382
2016
Q3 		$5K Buy
175
+30
+21% +$867 ﹤0.01% 417
2016
Q2 		$4K Buy
145
+75
+107% +$2.11K ﹤0.01% 435
2016
Q1 		$2K Buy
+70
New +$1.96K ﹤0.01% 516

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Winfield Associates's TOL Position: Q1 2018 in Review

Winfield Associates sold out of Toll Brothers (TOL) in Q1 2018, closing a stake of 265 shares — an estimated $13K sold.

Winfield Associates first reported a position in TOL in Q1 2016 and held it in 8 quarters. The position peaked at $32K in Q2 2017. 429 funds tracked by Wall St. Rank hold TOL as of Q1 2018.

  • Winfield Associates reported no remaining Toll Brothers position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 265 Toll Brothers shares in Q1 2018, an estimated $13K.
  • Winfield Associates first reported a position in Toll Brothers in Q1 2016 and held it in 8 quarters.
  • Winfield Associates's Toll Brothers position peaked at $32K in Q2 2017.
  • 429 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.