AIM
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Advantage Investment Management’s Toll Brothers TOL Stock Holding History

Advantage 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
2019
Q3 		$11K Sell
265
-15
-5% -$553 0.01% 640
2019
Q2 		$10K Buy
280
+96
+52% +$3.58K 0.01% 667
2019
Q1 		$7K Sell
184
-4
-2% -$144 0.01% 709
2018
Q4 		$6K Buy
+188
New +$6.04K ﹤0.01% 770

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Advantage Investment Management's TOL Position: Q3 2019 in Review

Advantage Investment Management reduced its Toll Brothers (TOL) stake by 5.4% in Q3 2019, selling an estimated $553 and leaving 265 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #640.

Advantage Investment Management first reported a position in TOL in Q4 2018 and has held it in 4 quarters since. 378 funds tracked by Wall St. Rank hold TOL as of Q3 2019.

  • Advantage Investment Management held 265 shares of Toll Brothers worth $11K as of Q3 2019.
  • Advantage Investment Management sold 15 Toll Brothers shares in Q3 2019, an estimated $553.
  • Toll Brothers made up 0.01% of Advantage Investment Management's portfolio in Q3 2019, its #640 holding.
  • Advantage Investment Management first reported a position in Toll Brothers in Q4 2018 and has held it in 4 quarters since.
  • 378 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.