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Capstone Investment Advisors (Netherlands)’s Toll Brothers TOL Stock Holding History

Capstone Investment Advisors (Netherlands)’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
Q2 		$249K Sell
6,307
-1,866
-23% -$69.6K 0.87% 30
2017
Q1 		$295K Sell
8,173
-1,975
-19% -$65.9K 0.83% 35
2016
Q4 		$315K Buy
+10,148
New +$301K 0.53% 80

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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Capstone Investment Advisors (Netherlands)'s TOL Position: Q2 2017 in Review

Capstone Investment Advisors (Netherlands) reduced its Toll Brothers (TOL) stake by 23% in Q2 2017, selling an estimated $69.6K and leaving 6,307 shares worth $249K. The position accounts for 0.87% of the portfolio, ranked #30.

Capstone Investment Advisors (Netherlands) first reported a position in TOL in Q4 2016 and has held it in 3 quarters since. The position peaked at $315K in Q4 2016. 389 funds tracked by Wall St. Rank hold TOL as of Q2 2017.

  • Capstone Investment Advisors (Netherlands) held 6,307 shares of Toll Brothers worth $249K as of Q2 2017.
  • Capstone Investment Advisors (Netherlands) sold 1,866 Toll Brothers shares in Q2 2017, an estimated $69.6K.
  • Toll Brothers made up 0.87% of Capstone Investment Advisors (Netherlands)'s portfolio in Q2 2017, its #30 holding.
  • Capstone Investment Advisors (Netherlands) first reported a position in Toll Brothers in Q4 2016 and has held it in 3 quarters since.
  • Capstone Investment Advisors (Netherlands)'s Toll Brothers position peaked at $315K in Q4 2016.
  • 389 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2017.

Based on Capstone Investment Advisors (Netherlands)'s 13F filing for Q2 2017, filed 14 Aug 2017.