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Advisor Group’s Toll Brothers TOL Stock Holding History

Advisor Group’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
Q4 		$242K Sell
6,097
-666
-10% -$26.6K ﹤0.01% 2237
2019
Q3 		$278K Sell
6,763
-15,142
-69% -$558K ﹤0.01% 2071
2019
Q2 		$802K Sell
21,905
-826
-4% -$30.8K 0.01% 1278
2019
Q1 		$822K Buy
22,731
+1,011
+5% +$36.3K 0.01% 1223
2018
Q4 		$716K Buy
21,720
+1,433
+7% +$46K 0.01% 1162
2018
Q3 		$670K Buy
20,287
+8,382
+70% +$303K 0.01% 1255
2018
Q2 		$439K Sell
11,905
-8,686
-42% -$356K 0.01% 1405
2018
Q1 		$892K Buy
20,591
+9,016
+78% +$423K 0.01% 941
2017
Q4 		$556K Buy
11,575
+226
+2% +$10.4K 0.01% 1260
2017
Q3 		$471K Buy
11,349
+634
+6% +$24.9K 0.01% 1241
2017
Q2 		$423K Buy
10,715
+1,082
+11% +$40.4K 0.01% 1252
2017
Q1 		$348K Buy
9,633
+1,631
+20% +$54.4K 0.01% 1294
2016
Q4 		$248K Buy
8,002
+5,389
+206% +$160K 0.01% 1412
2016
Q3 		$78K Buy
2,613
+1,101
+73% +$31.8K ﹤0.01% 2186
2016
Q2 		$39K Buy
+1,512
New +$42.5K ﹤0.01% 2610

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 $298B AUM 21.96% 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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Advisor Group's TOL Position: Q4 2019 in Review

Advisor Group reduced its Toll Brothers (TOL) stake by 9.8% in Q4 2019, selling an estimated $26.6K and leaving 6,097 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #2237.

Advisor Group first reported a position in TOL in Q2 2016 and has held it in 15 quarters since. The position peaked at $892K in Q1 2018. 374 funds tracked by Wall St. Rank hold TOL as of Q4 2019.

  • Advisor Group held 6,097 shares of Toll Brothers worth $242K as of Q4 2019.
  • Advisor Group sold 666 Toll Brothers shares in Q4 2019, an estimated $26.6K.
  • Toll Brothers made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2237 holding.
  • Advisor Group first reported a position in Toll Brothers in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Toll Brothers position peaked at $892K in Q1 2018.
  • 374 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.