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First Foundation Advisors’s Toll Brothers TOL Stock Holding History

First Foundation 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
2017
Q2 		– Sell
-10,146
Closed -$366K – 335
2017
Q1 		$366K Sell
10,146
-38
-0.4% -$1.27K 0.02% 238
2016
Q4 		$316K Sell
10,184
-11,256
-53% -$334K 0.02% 246
2016
Q3 		$640K Buy
21,440
+8,488
+66% +$245K 0.04% 167
2016
Q2 		$349K Buy
12,952
+1,000
+8% +$28.1K 0.03% 229
2016
Q1 		$353K Buy
11,952
+3,525
+42% +$98.5K 0.03% 211
2015
Q4 		$281K Buy
+8,427
New +$301K 0.02% 234

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
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

First Foundation Advisors's TOL Position: Q2 2017 in Review

First Foundation Advisors sold out of Toll Brothers (TOL) in Q2 2017, closing a stake of 10,146 shares — an estimated $366K sold.

First Foundation Advisors first reported a position in TOL in Q4 2015 and held it in 6 quarters. The position peaked at $640K in Q3 2016. 389 funds tracked by Wall St. Rank hold TOL as of Q2 2017.

  • First Foundation Advisors reported no remaining Toll Brothers position as of Q2 2017 after selling out during the quarter.
  • First Foundation Advisors sold 10,146 Toll Brothers shares in Q2 2017, an estimated $366K.
  • First Foundation Advisors first reported a position in Toll Brothers in Q4 2015 and held it in 6 quarters.
  • First Foundation Advisors's Toll Brothers position peaked at $640K in Q3 2016.
  • 389 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2017.

Based on First Foundation Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.