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Sterling Investment Advisors (Pennsylvania)’s Toll Brothers TOL Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2019
Q3 		– Sell
-54,305
Closed -$1.99M – 443
2019
Q2 		$1.99M Sell
54,305
-4,198
-7% -$157K 1.02% 27
2019
Q1 		$2.12M Buy
58,503
+3,303
+6% +$119K 1.08% 28
2018
Q4 		$1.82M Buy
+55,200
New +$1.77M 1.07% 25

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s TOL Position: Q3 2019 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Toll Brothers (TOL) in Q3 2019, closing a stake of 54,305 shares — an estimated $1.99M sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in TOL in Q4 2018 and held it in 3 quarters. The position peaked at $2.12M in Q1 2019. 378 funds tracked by Wall St. Rank hold TOL as of Q3 2019.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Toll Brothers position as of Q3 2019 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 54,305 Toll Brothers shares in Q3 2019, an estimated $1.99M.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Toll Brothers in Q4 2018 and held it in 3 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Toll Brothers position peaked at $2.12M in Q1 2019.
  • 378 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2019.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2019, filed 15 Oct 2019.