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Guardian Capital Advisors (Canada)’s Toll Brothers TOL Stock Holding History

Guardian Capital Advisors (Canada)’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
-5,400
Closed -$239K – 171
2017
Q3 		$239K Hold
5,400
– – 0.03% 143
2017
Q2 		$217K Sell
5,400
-400
-7% -$14.9K 0.03% 151
2017
Q1 		$205K Buy
+5,800
New +$193K 0.03% 160

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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
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

Guardian Capital Advisors (Canada)'s TOL Position: Q4 2017 in Review

Guardian Capital Advisors (Canada) sold out of Toll Brothers (TOL) in Q4 2017, closing a stake of 5,400 shares — an estimated $239K sold.

Guardian Capital Advisors (Canada) first reported a position in TOL in Q1 2017 and held it in 3 quarters. The position peaked at $239K in Q3 2017. 452 funds tracked by Wall St. Rank hold TOL as of Q4 2017.

  • Guardian Capital Advisors (Canada) reported no remaining Toll Brothers position as of Q4 2017 after selling out during the quarter.
  • Guardian Capital Advisors (Canada) sold 5,400 Toll Brothers shares in Q4 2017, an estimated $239K.
  • Guardian Capital Advisors (Canada) first reported a position in Toll Brothers in Q1 2017 and held it in 3 quarters.
  • Guardian Capital Advisors (Canada)'s Toll Brothers position peaked at $239K in Q3 2017.
  • 452 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2017.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q4 2017, filed 14 Feb 2018.