Cadence Capital Management’s Toll Brothers TOL Stock Holding History

Cadence 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
2018 Q1	–	Sell	-5,943	Closed	-$285K	–	701
2017 Q4	$285K	Hold	5,943	–	–	0.02%	584
2017 Q3	$246K	Buy	+5,943	New	+$234K	0.02%	621
2015 Q4	–	Sell	-33,334	Closed	-$1.14M	–	658
2015 Q3	$1.14M	Buy	+33,334	New	+$1.26M	0.08%	264
2014 Q2	–	Sell	-91,720	Closed	-$3.29M	–	620
2014 Q1	$3.29M	Buy	+91,720	New	+$3.38M	0.14%	281

Other funds holding TOL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cadence Capital Management's TOL Position: Q1 2018 in Review

Cadence Capital Management sold out of Toll Brothers (TOL) in Q1 2018, closing a stake of 5,943 shares — an estimated $285K sold.

Cadence Capital Management first reported a position in TOL in Q1 2014 and held it in 4 quarters. The position peaked at $3.29M in Q1 2014. 429 funds tracked by Wall St. Rank hold TOL as of Q1 2018.

Cadence Capital Management reported no remaining Toll Brothers position as of Q1 2018 after selling out during the quarter.
Cadence Capital Management sold 5,943 Toll Brothers shares in Q1 2018, an estimated $285K.
Cadence Capital Management first reported a position in Toll Brothers in Q1 2014 and held it in 4 quarters.
Cadence Capital Management's Toll Brothers position peaked at $3.29M in Q1 2014.
429 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2018.

Based on Cadence Capital Management's 13F filing for Q1 2018, filed 14 May 2018.