First Allied Advisory Services’s Toll Brothers TOL Stock Holding History

First Allied Advisory Services’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
2020 Q1	–	Sell	-12,847	Closed	-$510K	–	1222
2019 Q4	$510K	Buy	+12,847	New	+$513K	0.02%	703
2018 Q1	–	Sell	-25,451	Closed	-$1.23M	–	1476
2017 Q4	$1.23M	Buy	+25,451	New	+$1.17M	0.05%	398
2017 Q1	–	Sell	-42,159	Closed	-$1.31M	–	1169
2016 Q4	$1.31M	Buy	42,159 +30,460	+260%	+$903K	0.07%	315
2016 Q3	$349K	Buy	+11,699	New	+$338K	0.02%	687

Other funds holding TOL

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

First Allied Advisory Services's TOL Position: Q1 2020 in Review

First Allied Advisory Services sold out of Toll Brothers (TOL) in Q1 2020, closing a stake of 12,847 shares — an estimated $510K sold.

First Allied Advisory Services first reported a position in TOL in Q3 2016 and held it in 4 quarters. The position peaked at $1.31M in Q4 2016. 314 funds tracked by Wall St. Rank hold TOL as of Q1 2020.

First Allied Advisory Services reported no remaining Toll Brothers position as of Q1 2020 after selling out during the quarter.
First Allied Advisory Services sold 12,847 Toll Brothers shares in Q1 2020, an estimated $510K.
First Allied Advisory Services first reported a position in Toll Brothers in Q3 2016 and held it in 4 quarters.
First Allied Advisory Services's Toll Brothers position peaked at $1.31M in Q4 2016.
314 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2020.

Based on First Allied Advisory Services's 13F filing for Q1 2020, filed 8 May 2020.