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Insight Capital Research & Management’s Toll Brothers TOL Stock Holding History

Insight Capital Research & Management’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
Q3 		$1.19M Sell
28,700
-286
-1% -$11.2K 0.67% 66
2017
Q2 		$1.15M Buy
+28,986
New +$1.08M 0.67% 66

Other funds holding TOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Insight Capital Research & Management's TOL Position: Q3 2017 in Review

Insight Capital Research & Management reduced its Toll Brothers (TOL) stake by 0.99% in Q3 2017, selling an estimated $11.2K and leaving 28,700 shares worth $1.19M. The position accounts for 0.67% of the portfolio, ranked #66.

Insight Capital Research & Management first reported a position in TOL in Q2 2017 and has held it in 2 quarters since. 400 funds tracked by Wall St. Rank hold TOL as of Q3 2017.

  • Insight Capital Research & Management held 28,700 shares of Toll Brothers worth $1.19M as of Q3 2017.
  • Insight Capital Research & Management sold 286 Toll Brothers shares in Q3 2017, an estimated $11.2K.
  • Toll Brothers made up 0.67% of Insight Capital Research & Management's portfolio in Q3 2017, its #66 holding.
  • Insight Capital Research & Management first reported a position in Toll Brothers in Q2 2017 and has held it in 2 quarters since.
  • 400 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2017.

Based on Insight Capital Research & Management's 13F filing for Q3 2017, filed 15 Nov 2017.