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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 $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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. 382 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.
  • 382 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.