HL Financial Services’s Toll Brothers TOL Stock Holding History

HL 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
2019 Q1	$1.97M	Sell	54,418 -4,428	-8%	-$159K	0.03%	291
2018 Q4	$1.94M	Sell	58,846 -13,678	-19%	-$439K	0.03%	273
2018 Q3	$2.4M	Buy	72,524 +3,554	+5%	+$129K	0.04%	267
2018 Q2	$2.55M	Sell	68,970 -11,907	-15%	-$488K	0.04%	251
2018 Q1	$3.5M	Sell	80,877 -88,897	-52%	-$4.17M	0.06%	190
2017 Q4	$8.15M	Buy	169,774 +89,416	+111%	+$4.11M	0.16%	83
2017 Q3	$3.33M	Sell	80,358 -3,420	-4%	-$134K	0.06%	195
2017 Q2	$3.31M	Buy	83,778 +7,293	+10%	+$272K	0.07%	183
2017 Q1	$2.76M	Buy	+76,485	New	+$2.55M	0.06%	203

Other funds holding TOL

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

HL Financial Services's TOL Position: Q1 2019 in Review

HL Financial Services reduced its Toll Brothers (TOL) stake by 7.5% in Q1 2019, selling an estimated $159K and leaving 54,418 shares worth $1.97M. The position accounts for 0.03% of the portfolio, ranked #291.

HL Financial Services first reported a position in TOL in Q1 2017 and has held it in 9 quarters since. The position peaked at $8.15M in Q4 2017. 401 funds tracked by Wall St. Rank hold TOL as of Q1 2019.

HL Financial Services held 54,418 shares of Toll Brothers worth $1.97M as of Q1 2019.
HL Financial Services sold 4,428 Toll Brothers shares in Q1 2019, an estimated $159K.
Toll Brothers made up 0.03% of HL Financial Services's portfolio in Q1 2019, its #291 holding.
HL Financial Services first reported a position in Toll Brothers in Q1 2017 and has held it in 9 quarters since.
HL Financial Services's Toll Brothers position peaked at $8.15M in Q4 2017.
401 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.