Northwest & Ethical Investments’s Toll Brothers TOL Stock Holding History

Northwest & Ethical Investments’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	-35,170	Closed	-$1.38M	–	234
2015 Q1	$1.38M	Hold	35,170	–	–	0.1%	173
2014 Q4	$1.21M	Buy	35,170 +1,950	+6%	+$63.6K	0.08%	178
2014 Q3	$1.04M	Sell	33,220 -7,760	-19%	-$266K	0.07%	179
2014 Q2	$1.51M	Buy	40,980 +1,740	+4%	+$61.7K	0.09%	176
2014 Q1	$1.41M	Buy	39,240 +14,530	+59%	+$535K	0.09%	176
2013 Q4	$914K	Buy	24,710 +1,640	+7%	+$54.4K	0.06%	185
2013 Q3	$748K	Hold	23,070	–	–	0.05%	192
2013 Q2	$753K	Buy	+23,070	New	+$780K	0.06%	192

Other funds holding TOL

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 Boston, Massachusetts $3.38T AUM 44.17% 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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Northwest & Ethical Investments's TOL Position: Q2 2015 in Review

Northwest & Ethical Investments sold out of Toll Brothers (TOL) in Q2 2015, closing a stake of 35,170 shares — an estimated $1.38M sold.

Northwest & Ethical Investments first reported a position in TOL in Q2 2013 and held it in 8 quarters. The position peaked at $1.51M in Q2 2014. 359 funds tracked by Wall St. Rank hold TOL as of Q2 2015.

Northwest & Ethical Investments reported no remaining Toll Brothers position as of Q2 2015 after selling out during the quarter.
Northwest & Ethical Investments sold 35,170 Toll Brothers shares in Q2 2015, an estimated $1.38M.
Northwest & Ethical Investments first reported a position in Toll Brothers in Q2 2013 and held it in 8 quarters.
Northwest & Ethical Investments's Toll Brothers position peaked at $1.51M in Q2 2014.
359 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2015.

Based on Northwest & Ethical Investments's 13F filing for Q2 2015, filed 8 Jul 2025.