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FPCM
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
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
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
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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