FPCM
TOL icon

Financial Partners Capital Management’s Toll Brothers TOL Stock Holding History

Financial Partners 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
2017
Q4 		– Sell
-138,335
Closed -$5.74M – 121
2017
Q3 		$5.74M Sell
138,335
-18,225
-12% -$717K 1.1% 38
2017
Q2 		$6.19M Sell
156,560
-4,805
-3% -$179K 1.29% 32
2017
Q1 		$5.83M Sell
161,365
-2,215
-1% -$73.9K 1.28% 33
2016
Q4 		$5.07M Sell
163,580
-3,205
-2% -$95K 1.22% 38
2016
Q3 		$4.79M Buy
166,785
+2,225
+1% +$64.3K 1.22% 35
2016
Q2 		$4.43M Buy
164,560
+7,570
+5% +$213K 1.18% 38
2016
Q1 		$4.63M Buy
156,990
+4,595
+3% +$128K 1.15% 39
2015
Q4 		$5.08M Buy
152,395
+3,100
+2% +$111K 1.21% 35
2015
Q3 		$5.11M Buy
149,295
+20,150
+16% +$763K 1.28% 32
2015
Q2 		$4.93M Sell
129,145
-4,005
-3% -$150K 1.21% 36
2015
Q1 		$5.24M Buy
133,150
+300
+0.2% +$11K 1.31% 34
2014
Q4 		$4.55M Buy
+132,850
New +$4.33M 1.24% 34

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 $3.37T AUM 44.26% 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

Financial Partners Capital Management's TOL Position: Q4 2017 in Review

Financial Partners Capital Management sold out of Toll Brothers (TOL) in Q4 2017, closing a stake of 138,335 shares — an estimated $5.74M sold.

Financial Partners Capital Management first reported a position in TOL in Q4 2014 and held it in 12 quarters. The position peaked at $6.19M in Q2 2017. 452 funds tracked by Wall St. Rank hold TOL as of Q4 2017.

  • Financial Partners Capital Management reported no remaining Toll Brothers position as of Q4 2017 after selling out during the quarter.
  • Financial Partners Capital Management sold 138,335 Toll Brothers shares in Q4 2017, an estimated $5.74M.
  • Financial Partners Capital Management first reported a position in Toll Brothers in Q4 2014 and held it in 12 quarters.
  • Financial Partners Capital Management's Toll Brothers position peaked at $6.19M in Q2 2017.
  • 452 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2017.

Based on Financial Partners Capital Management's 13F filing for Q4 2017, filed 14 Feb 2018.