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SevenBridge Financial Group’s Toll Brothers TOL Stock Holding History

SevenBridge Financial 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
2017
Q3 		– Sell
-64
Closed -$3K – 658
2017
Q2 		$3K Hold
64
– – ﹤0.01% 573
2017
Q1 		$2K Hold
64
– – ﹤0.01% 590
2016
Q4 		$2K Hold
64
– – ﹤0.01% 595
2016
Q3 		$2K Hold
64
– – ﹤0.01% 578
2016
Q2 		$2K Buy
+64
New +$1.8K ﹤0.01% 691

Other funds holding TOL

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

SevenBridge Financial Group's TOL Position: Q3 2017 in Review

SevenBridge Financial Group sold out of Toll Brothers (TOL) in Q3 2017, closing a stake of 64 shares — an estimated $3K sold.

SevenBridge Financial Group first reported a position in TOL in Q2 2016 and held it in 5 quarters. The position peaked at $3K in Q2 2017. 400 funds tracked by Wall St. Rank hold TOL as of Q3 2017.

  • SevenBridge Financial Group reported no remaining Toll Brothers position as of Q3 2017 after selling out during the quarter.
  • SevenBridge Financial Group sold 64 Toll Brothers shares in Q3 2017, an estimated $3K.
  • SevenBridge Financial Group first reported a position in Toll Brothers in Q2 2016 and held it in 5 quarters.
  • SevenBridge Financial Group's Toll Brothers position peaked at $3K in Q2 2017.
  • 400 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2017.

Based on SevenBridge Financial Group's 13F filing for Q3 2017, filed 13 Nov 2017.