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Cornerstone Financial Partners’s Toll Brothers TOL Stock Holding History

Cornerstone Financial Partners’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 		– Sell
-31,519
Closed -$1.14M – 145
2017
Q1 		$1.14M Sell
31,519
-402
-1% -$13.4K 0.38% 62
2016
Q4 		$992K Buy
31,921
+1,429
+5% +$42.4K 0.32% 69
2016
Q3 		$911K Sell
30,492
-1,133
-4% -$32.7K 0.32% 62
2016
Q2 		$854K Buy
31,625
+7,655
+32% +$215K 0.3% 73
2016
Q1 		$708K Buy
+23,970
New +$670K 0.27% 92

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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Cornerstone Financial Partners's TOL Position: Q2 2017 in Review

Cornerstone Financial Partners sold out of Toll Brothers (TOL) in Q2 2017, closing a stake of 31,519 shares — an estimated $1.14M sold.

Cornerstone Financial Partners first reported a position in TOL in Q1 2016 and held it in 5 quarters. The position peaked at $1.14M in Q1 2017. 389 funds tracked by Wall St. Rank hold TOL as of Q2 2017.

  • Cornerstone Financial Partners reported no remaining Toll Brothers position as of Q2 2017 after selling out during the quarter.
  • Cornerstone Financial Partners sold 31,519 Toll Brothers shares in Q2 2017, an estimated $1.14M.
  • Cornerstone Financial Partners first reported a position in Toll Brothers in Q1 2016 and held it in 5 quarters.
  • Cornerstone Financial Partners's Toll Brothers position peaked at $1.14M in Q1 2017.
  • 389 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2017.

Based on Cornerstone Financial Partners's 13F filing for Q2 2017, filed 21 Jul 2017.