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Avantax Planning Partners’s Toll Brothers TOL Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-61
Closed -$2K – 1110
2018
Q3 		$2K Buy
+61
New +$2.21K ﹤0.01% 1366
2018
Q2 		– Sell
-310
Closed -$13K – 1365
2018
Q1 		$13K Buy
+310
New +$14.6K ﹤0.01% 944

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Avantax Planning Partners's TOL Position: Q4 2018 in Review

Avantax Planning Partners sold out of Toll Brothers (TOL) in Q4 2018, closing a stake of 61 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in TOL in Q1 2018 and held it in 2 quarters. The position peaked at $13K in Q1 2018. 383 funds tracked by Wall St. Rank hold TOL as of Q4 2018.

  • Avantax Planning Partners reported no remaining Toll Brothers position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 61 Toll Brothers shares in Q4 2018, an estimated $2K.
  • Avantax Planning Partners first reported a position in Toll Brothers in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Toll Brothers position peaked at $13K in Q1 2018.
  • 383 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.