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Credential Securities’s Toll Brothers TOL Stock Holding History

Credential Securities’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
2015
Q2 		– Sell
-1,550
Closed -$60.9K – 212
2015
Q1 		$60.9K Buy
1,550
+50
+3% +$1.83K 0.04% 184
2014
Q4 		$51.4K Buy
1,500
+63
+4% +$2.06K 0.03% 180
2014
Q3 		$45.4K Buy
1,437
+166
+13% +$5.69K 0.03% 183
2014
Q2 		$46.9K Buy
1,271
+124
+11% +$4.4K 0.03% 178
2014
Q1 		$41.2K Buy
+1,147
New +$42.2K 0.03% 177

Other funds holding TOL

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Credential Securities's TOL Position: Q2 2015 in Review

Credential Securities sold out of Toll Brothers (TOL) in Q2 2015, closing a stake of 1,550 shares — an estimated $60.9K sold.

Credential Securities first reported a position in TOL in Q1 2014 and held it in 5 quarters. The position peaked at $60.9K in Q1 2015. 359 funds tracked by Wall St. Rank hold TOL as of Q2 2015.

  • Credential Securities reported no remaining Toll Brothers position as of Q2 2015 after selling out during the quarter.
  • Credential Securities sold 1,550 Toll Brothers shares in Q2 2015, an estimated $60.9K.
  • Credential Securities first reported a position in Toll Brothers in Q1 2014 and held it in 5 quarters.
  • Credential Securities's Toll Brothers position peaked at $60.9K in Q1 2015.
  • 359 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2015.

Based on Credential Securities's 13F filing for Q2 2015, filed 21 Jul 2025.