MIAN
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Mariner Independent Advisor Network’s Toll Brothers TOL Stock Holding History

Mariner Independent Advisor Network’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
Q3 		– Sell
-11,432
Closed -$422K – 282
2018
Q2 		$422K Hold
11,432
– – 0.07% 131
2018
Q1 		$494K Buy
11,432
+11
+0.1% +$517 0.03% 293
2017
Q4 		$548K Buy
11,421
+294
+3% +$13.5K 0.06% 232
2017
Q3 		$461K Buy
11,127
+39
+0.4% +$1.53K 0.08% 136
2017
Q2 		$438K Buy
+11,088
New +$414K 0.06% 163
2017
Q1 		– Sell
-11,982
Closed -$371K – 346
2016
Q4 		$371K Hold
11,982
– – 0.06% 138
2016
Q3 		$358K Buy
+11,982
New +$346K 0.05% 147
2015
Q1 		– Sell
-5,961
Closed -$204K – 157
2014
Q4 		$204K Buy
+5,961
New +$194K 0.09% 158

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return