AIA
TOL icon

Alera Investment Advisors’s Toll Brothers TOL Stock Holding History

Alera Investment Advisors’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
Q2 		– Sell
-101
Closed -$4K – 919
2019
Q1 		$4K Buy
101
+44
+77% +$1.58K ﹤0.01% 694
2018
Q4 		$2K Buy
+57
New +$1.83K ﹤0.01% 793

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Alera Investment Advisors's TOL Position: Q2 2019 in Review

Alera Investment Advisors sold out of Toll Brothers (TOL) in Q2 2019, closing a stake of 101 shares — an estimated $4K sold.

Alera Investment Advisors first reported a position in TOL in Q4 2018 and held it in 2 quarters. The position peaked at $4K in Q1 2019. 368 funds tracked by Wall St. Rank hold TOL as of Q2 2019.

  • Alera Investment Advisors reported no remaining Toll Brothers position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 101 Toll Brothers shares in Q2 2019, an estimated $4K.
  • Alera Investment Advisors first reported a position in Toll Brothers in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Toll Brothers position peaked at $4K in Q1 2019.
  • 368 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.