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Mountain Capital Investment Advisors’s Toll Brothers TOL Stock Holding History

Mountain Capital Investment 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
2017
Q4 		– Sell
-300
Closed -$12K – 387
2017
Q3 		$12K Hold
300
– – 0.01% 250
2017
Q2 		$12K Buy
+300
New +$11.2K 0.01% 282

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Mountain Capital Investment Advisors's TOL Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Toll Brothers (TOL) in Q4 2017, closing a stake of 300 shares — an estimated $12K sold.

Mountain Capital Investment Advisors first reported a position in TOL in Q2 2017 and held it in 2 quarters. The position peaked at $12K in Q3 2017. 452 funds tracked by Wall St. Rank hold TOL as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Toll Brothers position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 300 Toll Brothers shares in Q4 2017, an estimated $12K.
  • Mountain Capital Investment Advisors first reported a position in Toll Brothers in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Toll Brothers position peaked at $12K in Q3 2017.
  • 452 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.