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First Personal Financial Services’s Toll Brothers TOL Stock Holding History

First Personal Financial 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
2018
Q2 		– Sell
-159
Closed -$7K – 909
2018
Q1 		$7K Hold
159
– – ﹤0.01% 874
2017
Q4 		$8K Hold
159
– – ﹤0.01% 838
2017
Q3 		$7K Hold
159
– – ﹤0.01% 757
2017
Q2 		$6K Hold
159
– – ﹤0.01% 784
2017
Q1 		$6K Buy
+159
New +$5.3K ﹤0.01% 785

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Personal Financial Services's TOL Position: Q2 2018 in Review

First Personal Financial Services sold out of Toll Brothers (TOL) in Q2 2018, closing a stake of 159 shares — an estimated $7K sold.

First Personal Financial Services first reported a position in TOL in Q1 2017 and held it in 5 quarters. The position peaked at $8K in Q4 2017. 412 funds tracked by Wall St. Rank hold TOL as of Q2 2018.

  • First Personal Financial Services reported no remaining Toll Brothers position as of Q2 2018 after selling out during the quarter.
  • First Personal Financial Services sold 159 Toll Brothers shares in Q2 2018, an estimated $7K.
  • First Personal Financial Services first reported a position in Toll Brothers in Q1 2017 and held it in 5 quarters.
  • First Personal Financial Services's Toll Brothers position peaked at $8K in Q4 2017.
  • 412 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.