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Clearwater Capital Advisors’s Toll Brothers TOL Stock Holding History

Clearwater Capital Advisors’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
Q2 		– Sell
-100
Closed -$4K – 521
2018
Q1 		$4K Buy
+100
New +$4.7K ﹤0.01% 552

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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clearwater Capital Advisors's TOL Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of Toll Brothers (TOL) in Q2 2018, closing a stake of 100 shares — an estimated $4K sold.

Clearwater Capital Advisors first reported a position in TOL in Q1 2018 and held it in 1 quarter. The position peaked at $4K in Q1 2018. 412 funds tracked by Wall St. Rank hold TOL as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining Toll Brothers position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 100 Toll Brothers shares in Q2 2018, an estimated $4K.
  • Clearwater Capital Advisors first reported a position in Toll Brothers in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's Toll Brothers position peaked at $4K in Q1 2018.
  • 412 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.