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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 $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 $2.3T AUM 54.33% 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 $552B AUM 44.19% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Mariner Independent Advisor Network's TOL Position: Q3 2018 in Review

Mariner Independent Advisor Network sold out of Toll Brothers (TOL) in Q3 2018, closing a stake of 11,432 shares — an estimated $422K sold.

Mariner Independent Advisor Network first reported a position in TOL in Q4 2014 and held it in 8 quarters. The position peaked at $548K in Q4 2017. 428 funds tracked by Wall St. Rank hold TOL as of Q3 2018.

  • Mariner Independent Advisor Network reported no remaining Toll Brothers position as of Q3 2018 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 11,432 Toll Brothers shares in Q3 2018, an estimated $422K.
  • Mariner Independent Advisor Network first reported a position in Toll Brothers in Q4 2014 and held it in 8 quarters.
  • Mariner Independent Advisor Network's Toll Brothers position peaked at $548K in Q4 2017.
  • 428 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2018.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2018, filed 7 Nov 2018.