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Partners Value Investments’s Toll Brothers TOL Stock Holding History

Partners Value Investments’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
Q1 		– Sell
-197,200
Closed -$9.47M – 17
2017
Q4 		$9.47M Hold
197,200
– – 1.41% 10
2017
Q3 		$8.18M Hold
197,200
– – 1.21% 13
2017
Q2 		$7.79M Buy
+197,200
New +$7.36M 1.24% 10

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Partners Value Investments's TOL Position: Q1 2018 in Review

Partners Value Investments sold out of Toll Brothers (TOL) in Q1 2018, closing a stake of 197,200 shares — an estimated $9.47M sold.

Partners Value Investments first reported a position in TOL in Q2 2017 and held it in 3 quarters. The position peaked at $9.47M in Q4 2017. 429 funds tracked by Wall St. Rank hold TOL as of Q1 2018.

  • Partners Value Investments reported no remaining Toll Brothers position as of Q1 2018 after selling out during the quarter.
  • Partners Value Investments sold 197,200 Toll Brothers shares in Q1 2018, an estimated $9.47M.
  • Partners Value Investments first reported a position in Toll Brothers in Q2 2017 and held it in 3 quarters.
  • Partners Value Investments's Toll Brothers position peaked at $9.47M in Q4 2017.
  • 429 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2018.

Based on Partners Value Investments's 13F filing for Q1 2018, filed 14 May 2018.