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Aviance Capital Management’s Toll Brothers TOL Stock Holding History

Aviance Capital 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
Q4 		– Sell
-6,356
Closed -$264K – 333
2017
Q3 		$264K Buy
6,356
+2,522
+66% +$99.2K 0.02% 162
2017
Q2 		$151K Buy
+3,834
New +$143K 0.01% 187
2015
Q1 		– Sell
-7,957
Closed -$273K – 313
2014
Q4 		$273K Sell
7,957
-1,351
-15% -$44.1K 0.01% 274
2014
Q3 		$290K Sell
9,308
-2,521
-21% -$86.4K 0.01% 265
2014
Q2 		$436K Sell
11,829
-805
-6% -$28.5K 0.02% 237
2014
Q1 		$454K Buy
+12,634
New +$465K 0.02% 213

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Aviance Capital Management's TOL Position: Q4 2017 in Review

Aviance Capital Management sold out of Toll Brothers (TOL) in Q4 2017, closing a stake of 6,356 shares — an estimated $264K sold.

Aviance Capital Management first reported a position in TOL in Q1 2014 and held it in 6 quarters. The position peaked at $454K in Q1 2014. 452 funds tracked by Wall St. Rank hold TOL as of Q4 2017.

  • Aviance Capital Management reported no remaining Toll Brothers position as of Q4 2017 after selling out during the quarter.
  • Aviance Capital Management sold 6,356 Toll Brothers shares in Q4 2017, an estimated $264K.
  • Aviance Capital Management first reported a position in Toll Brothers in Q1 2014 and held it in 6 quarters.
  • Aviance Capital Management's Toll Brothers position peaked at $454K in Q1 2014.
  • 452 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2017.

Based on Aviance Capital Management's 13F filing for Q4 2017, filed 8 Feb 2018.