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Bellwether Investment Group’s Toll Brothers TOL Stock Holding History

Bellwether Investment 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
2017
Q1 		– Sell
-52
Closed -$2K – 936
2016
Q4 		$2K Buy
+52
New +$1.54K ﹤0.01% 910
2016
Q2 		$1K Buy
+52
New +$1.46K ﹤0.01% 626

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Bellwether Investment Group's TOL Position: Q1 2017 in Review

Bellwether Investment Group sold out of Toll Brothers (TOL) in Q1 2017, closing a stake of 52 shares — an estimated $2K sold.

Bellwether Investment Group first reported a position in TOL in Q2 2016 and held it in 2 quarters. The position peaked at $2K in Q4 2016. 378 funds tracked by Wall St. Rank hold TOL as of Q1 2017.

  • Bellwether Investment Group reported no remaining Toll Brothers position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 52 Toll Brothers shares in Q1 2017, an estimated $2K.
  • Bellwether Investment Group first reported a position in Toll Brothers in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Toll Brothers position peaked at $2K in Q4 2016.
  • 378 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.