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Woodmont Investment Counsel’s Toll Brothers TOL Stock Holding History

Woodmont Investment Counsel’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
2016
Q2 		– Sell
-325
Closed -$10K – 427
2016
Q1 		$10K Hold
325
– – ﹤0.01% 418
2015
Q4 		$11K Buy
+325
New +$11.6K ﹤0.01% 420

Other funds holding TOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $544B AUM 28.31% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return

Woodmont Investment Counsel's TOL Position: Q2 2016 in Review

Woodmont Investment Counsel sold out of Toll Brothers (TOL) in Q2 2016, closing a stake of 325 shares — an estimated $10K sold.

Woodmont Investment Counsel first reported a position in TOL in Q4 2015 and held it in 2 quarters. The position peaked at $11K in Q4 2015. 364 funds tracked by Wall St. Rank hold TOL as of Q2 2016.

  • Woodmont Investment Counsel reported no remaining Toll Brothers position as of Q2 2016 after selling out during the quarter.
  • Woodmont Investment Counsel sold 325 Toll Brothers shares in Q2 2016, an estimated $10K.
  • Woodmont Investment Counsel first reported a position in Toll Brothers in Q4 2015 and held it in 2 quarters.
  • Woodmont Investment Counsel's Toll Brothers position peaked at $11K in Q4 2015.
  • 364 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2016.

Based on Woodmont Investment Counsel's 13F filing for Q2 2016, filed 11 Aug 2016.