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Sigma Planning Corp’s Toll Brothers TOL Stock Holding History

Sigma Planning Corp’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
-4,520
Closed -$217K – 914
2017
Q4 		$217K Sell
4,520
-699
-13% -$32.2K 0.02% 744
2017
Q3 		$216K Buy
5,219
+3
+0.1% +$118 0.02% 738
2017
Q2 		$206K Buy
+5,216
New +$195K 0.02% 699

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 $3.37T 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
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

Sigma Planning Corp's TOL Position: Q1 2018 in Review

Sigma Planning Corp sold out of Toll Brothers (TOL) in Q1 2018, closing a stake of 4,520 shares — an estimated $217K sold.

Sigma Planning Corp first reported a position in TOL in Q2 2017 and held it in 3 quarters. The position peaked at $217K in Q4 2017. 429 funds tracked by Wall St. Rank hold TOL as of Q1 2018.

  • Sigma Planning Corp reported no remaining Toll Brothers position as of Q1 2018 after selling out during the quarter.
  • Sigma Planning Corp sold 4,520 Toll Brothers shares in Q1 2018, an estimated $217K.
  • Sigma Planning Corp first reported a position in Toll Brothers in Q2 2017 and held it in 3 quarters.
  • Sigma Planning Corp's Toll Brothers position peaked at $217K in Q4 2017.
  • 429 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2018.

Based on Sigma Planning Corp's 13F filing for Q1 2018, filed 11 May 2018.