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Capital Guardian Trust’s Toll Brothers TOL Stock Holding History

Capital Guardian Trust’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
-500
Closed -$21K – 278
2017
Q3 		$21K Buy
+500
New +$19.7K ﹤0.01% 227
2015
Q2 		– Sell
-50
Closed -$2K – 766
2015
Q1 		$2K Buy
+50
New +$1.83K ﹤0.01% 745

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 $3.38T AUM 44.17% 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

Capital Guardian Trust's TOL Position: Q4 2017 in Review

Capital Guardian Trust sold out of Toll Brothers (TOL) in Q4 2017, closing a stake of 500 shares — an estimated $21K sold.

Capital Guardian Trust first reported a position in TOL in Q1 2015 and held it in 2 quarters. The position peaked at $21K in Q3 2017. 452 funds tracked by Wall St. Rank hold TOL as of Q4 2017.

  • Capital Guardian Trust reported no remaining Toll Brothers position as of Q4 2017 after selling out during the quarter.
  • Capital Guardian Trust sold 500 Toll Brothers shares in Q4 2017, an estimated $21K.
  • Capital Guardian Trust first reported a position in Toll Brothers in Q1 2015 and held it in 2 quarters.
  • Capital Guardian Trust's Toll Brothers position peaked at $21K in Q3 2017.
  • 452 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2017.

Based on Capital Guardian Trust's 13F filing for Q4 2017, filed 14 Feb 2018.