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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 $6.73T AUM 46.02% 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 $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Intellectus Partners's TOL Position: Q2 2019 in Review

Intellectus Partners sold out of Toll Brothers (TOL) in Q2 2019, closing a stake of 400 shares — an estimated $14K sold.

Intellectus Partners first reported a position in TOL in Q4 2016 and held it in 10 quarters. The position peaked at $32K in Q2 2017. 368 funds tracked by Wall St. Rank hold TOL as of Q2 2019.

  • Intellectus Partners reported no remaining Toll Brothers position as of Q2 2019 after selling out during the quarter.
  • Intellectus Partners sold 400 Toll Brothers shares in Q2 2019, an estimated $14K.
  • Intellectus Partners first reported a position in Toll Brothers in Q4 2016 and held it in 10 quarters.
  • Intellectus Partners's Toll Brothers position peaked at $32K in Q2 2017.
  • 368 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2019.

Based on Intellectus Partners's 13F filing for Q2 2019, filed 8 Aug 2019.