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San Francisco Sentry Investment Group’s Toll Brothers TOL Stock Holding History

San Francisco Sentry Investment Group’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
Q4 		– Sell
-62
Closed -$2K – 1068
2018
Q3 		$2K Buy
+62
New +$2.24K ﹤0.01% 807
2014
Q4 		– Sell
-310
Closed -$10K – 412
2014
Q3 		$10K Hold
310
– – 0.01% 474
2014
Q2 		$11K Hold
310
– – 0.01% 473
2014
Q1 		$11K Buy
+310
New +$11.4K ﹤0.01% 514

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

San Francisco Sentry Investment Group's TOL Position: Q4 2018 in Review

San Francisco Sentry Investment Group sold out of Toll Brothers (TOL) in Q4 2018, closing a stake of 62 shares — an estimated $2K sold.

San Francisco Sentry Investment Group first reported a position in TOL in Q1 2014 and held it in 4 quarters. The position peaked at $11K in Q2 2014. 383 funds tracked by Wall St. Rank hold TOL as of Q4 2018.

  • San Francisco Sentry Investment Group reported no remaining Toll Brothers position as of Q4 2018 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 62 Toll Brothers shares in Q4 2018, an estimated $2K.
  • San Francisco Sentry Investment Group first reported a position in Toll Brothers in Q1 2014 and held it in 4 quarters.
  • San Francisco Sentry Investment Group's Toll Brothers position peaked at $11K in Q2 2014.
  • 383 funds tracked by Wall St. Rank held Toll Brothers as of Q4 2018.

Based on San Francisco Sentry Investment Group's 13F filing for Q4 2018, filed 30 Jan 2019.