IP
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Intellectus Partners’s Toll Brothers TOL Stock Holding History

Intellectus Partners’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
Q2 		– Sell
-400
Closed -$14K – 380
2019
Q1 		$14K Hold
400
– – 0.01% 334
2018
Q4 		$13K Hold
400
– – 0.01% 191
2018
Q3 		$13K Hold
400
– – ﹤0.01% 455
2018
Q2 		$15K Hold
400
– – 0.01% 449
2018
Q1 		$17K Hold
400
– – 0.01% 436
2017
Q4 		$19K Hold
400
– – 0.01% 435
2017
Q3 		$17K Sell
400
-400
-50% -$15.7K 0.01% 564
2017
Q2 		$32K Hold
800
– – 0.01% 442
2017
Q1 		$29K Hold
800
– – 0.01% 412
2016
Q4 		$25K Buy
+800
New +$23.7K 0.01% 423

Other funds holding TOL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return