JFA
TOL icon

JNBA Financial Advisors’s Toll Brothers TOL Stock Holding History

JNBA Financial Advisors’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
2016
Q4 		– Sell
-11,545
Closed -$345K – 1266
2016
Q3 		$345K Buy
+11,545
New +$334K 0.05% 140

Other funds holding TOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

JNBA Financial Advisors's TOL Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Toll Brothers (TOL) in Q4 2016, closing a stake of 11,545 shares — an estimated $345K sold.

JNBA Financial Advisors first reported a position in TOL in Q3 2016 and held it in 1 quarter. The position peaked at $345K in Q3 2016. 375 funds tracked by Wall St. Rank hold TOL as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Toll Brothers position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 11,545 Toll Brothers shares in Q4 2016, an estimated $345K.
  • JNBA Financial Advisors first reported a position in Toll Brothers in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Toll Brothers position peaked at $345K in Q3 2016.
  • 375 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.