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Partnervest Advisory Services’s Toll Brothers TOL Stock Holding History

Partnervest Advisory Services’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
2013
Q3 		– Sell
-200
Closed -$7K – 1055
2013
Q2 		$7K Buy
+200
New +$6.76K ﹤0.01% 672

Other funds holding TOL

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Vanguard Group
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BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Partnervest Advisory Services's TOL Position: Q3 2013 in Review

Partnervest Advisory Services sold out of Toll Brothers (TOL) in Q3 2013, closing a stake of 200 shares — an estimated $7K sold.

Partnervest Advisory Services first reported a position in TOL in Q2 2013 and held it in 1 quarter. The position peaked at $7K in Q2 2013. 318 funds tracked by Wall St. Rank hold TOL as of Q3 2013.

  • Partnervest Advisory Services reported no remaining Toll Brothers position as of Q3 2013 after selling out during the quarter.
  • Partnervest Advisory Services sold 200 Toll Brothers shares in Q3 2013, an estimated $7K.
  • Partnervest Advisory Services first reported a position in Toll Brothers in Q2 2013 and held it in 1 quarter.
  • Partnervest Advisory Services's Toll Brothers position peaked at $7K in Q2 2013.
  • 318 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2013.

Based on Partnervest Advisory Services's 13F filing for Q3 2013, filed 5 Nov 2013.