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Independent Portfolio Consultants’s Toll Brothers TOL Stock Holding History

Independent Portfolio Consultants’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
Q1 		– Sell
-25
Closed -$1K – 900
2016
Q4 		$1K Buy
+25
New +$741 ﹤0.01% 788
2014
Q3 		– Sell
-94
Closed -$3K – 944
2014
Q2 		$3K Buy
+94
New +$3.33K ﹤0.01% 823

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Independent Portfolio Consultants's TOL Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of Toll Brothers (TOL) in Q1 2017, closing a stake of 25 shares — an estimated $1K sold.

Independent Portfolio Consultants first reported a position in TOL in Q2 2014 and held it in 2 quarters. The position peaked at $3K in Q2 2014. 378 funds tracked by Wall St. Rank hold TOL as of Q1 2017.

  • Independent Portfolio Consultants reported no remaining Toll Brothers position as of Q1 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 25 Toll Brothers shares in Q1 2017, an estimated $1K.
  • Independent Portfolio Consultants first reported a position in Toll Brothers in Q2 2014 and held it in 2 quarters.
  • Independent Portfolio Consultants's Toll Brothers position peaked at $3K in Q2 2014.
  • 378 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.