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Kiwi Wealth Investments Limited Partnership’s Toll Brothers TOL Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2018
Q2 		– Sell
-70,278
Closed -$3.04M – 188
2018
Q1 		$3.04M Buy
70,278
+6,760
+11% +$317K 0.3% 97
2017
Q4 		$3.05M Buy
+63,518
New +$2.92M 0.33% 82

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 $1.9T AUM 41.92% 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 $481B AUM 30.42% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's TOL Position: Q2 2018 in Review

Kiwi Wealth Investments Limited Partnership sold out of Toll Brothers (TOL) in Q2 2018, closing a stake of 70,278 shares — an estimated $3.04M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in TOL in Q4 2017 and held it in 2 quarters. The position peaked at $3.05M in Q4 2017. 412 funds tracked by Wall St. Rank hold TOL as of Q2 2018.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Toll Brothers position as of Q2 2018 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 70,278 Toll Brothers shares in Q2 2018, an estimated $3.04M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Toll Brothers in Q4 2017 and held it in 2 quarters.
  • Kiwi Wealth Investments Limited Partnership's Toll Brothers position peaked at $3.05M in Q4 2017.
  • 412 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2018.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q2 2018, filed 14 Aug 2018.