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Acrospire Investment Management’s Toll Brothers TOL Stock Holding History

Acrospire Investment 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
2017
Q3 		– Sell
-2,223
Closed -$88K – 1301
2017
Q2 		$88K Buy
2,223
+2,100
+1,707% +$78.4K 0.08% 325
2017
Q1 		$4K Buy
+123
New +$4.1K ﹤0.01% 2046
2016
Q4 		– Sell
-2,700
Closed -$81K – 2422
2016
Q3 		$81K Sell
2,700
-1,500
-36% -$43.3K 0.05% 716
2016
Q2 		$113K Buy
4,200
+2,700
+180% +$75.9K 0.08% 348
2016
Q1 		$44K Buy
+1,500
New +$41.9K 0.03% 1065

Other funds holding TOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $6.07B AUM 11.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Acrospire Investment Management's TOL Position: Q3 2017 in Review

Acrospire Investment Management sold out of Toll Brothers (TOL) in Q3 2017, closing a stake of 2,223 shares — an estimated $88K sold.

Acrospire Investment Management first reported a position in TOL in Q1 2016 and held it in 5 quarters. The position peaked at $113K in Q2 2016. 400 funds tracked by Wall St. Rank hold TOL as of Q3 2017.

  • Acrospire Investment Management reported no remaining Toll Brothers position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 2,223 Toll Brothers shares in Q3 2017, an estimated $88K.
  • Acrospire Investment Management first reported a position in Toll Brothers in Q1 2016 and held it in 5 quarters.
  • Acrospire Investment Management's Toll Brothers position peaked at $113K in Q2 2016.
  • 400 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.