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Stevens First Principles Investment Advisors’s Toll Brothers TOL Stock Holding History

Stevens First Principles Investment Advisors’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
-100
Closed -$5K – 189
2017
Q4 		$5K Hold
100
– – ﹤0.01% 166
2017
Q3 		$4K Hold
100
– – ﹤0.01% 161
2017
Q2 		$4K Hold
100
– – ﹤0.01% 160
2017
Q1 		$4K Buy
+100
New +$3.33K ﹤0.01% 151

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

Stevens First Principles Investment Advisors's TOL Position: Q1 2018 in Review

Stevens First Principles Investment Advisors sold out of Toll Brothers (TOL) in Q1 2018, closing a stake of 100 shares — an estimated $5K sold.

Stevens First Principles Investment Advisors first reported a position in TOL in Q1 2017 and held it in 4 quarters. The position peaked at $5K in Q4 2017. 429 funds tracked by Wall St. Rank hold TOL as of Q1 2018.

  • Stevens First Principles Investment Advisors reported no remaining Toll Brothers position as of Q1 2018 after selling out during the quarter.
  • Stevens First Principles Investment Advisors sold 100 Toll Brothers shares in Q1 2018, an estimated $5K.
  • Stevens First Principles Investment Advisors first reported a position in Toll Brothers in Q1 2017 and held it in 4 quarters.
  • Stevens First Principles Investment Advisors's Toll Brothers position peaked at $5K in Q4 2017.
  • 429 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2018.

Based on Stevens First Principles Investment Advisors's 13F filing for Q1 2018, filed 11 May 2018.