Aperio Group’s EXCEL TRUST , INC COM STK EXL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
Sell
-10,991
Closed -$173K 2082
2015
Q2
$173K Buy
10,991
+950
+9% +$14.9K ﹤0.01% 1896
2015
Q1
$141K Buy
+10,041
New +$139K ﹤0.01% 1883
2014
Q4
Sell
-10,071
Closed -$119K 1945
2014
Q3
$119K Buy
+10,071
New +$129K ﹤0.01% 1680

Aperio Group's EXL Position: Q3 2015 in Review

Aperio Group sold out of EXCEL TRUST , INC COM STK (EXL) in Q3 2015, closing a stake of 10,991 shares — an estimated $173K sold.

Aperio Group first reported a position in EXL in Q3 2014 and held it in 3 quarters. The position peaked at $173K in Q2 2015. 0 funds tracked by Wall St. Rank hold EXL as of Q3 2015.

  • Aperio Group reported no remaining EXCEL TRUST , INC COM STK position as of Q3 2015 after selling out during the quarter.
  • Aperio Group sold 10,991 EXCEL TRUST , INC COM STK shares in Q3 2015, an estimated $173K.
  • Aperio Group first reported a position in EXCEL TRUST , INC COM STK in Q3 2014 and held it in 3 quarters.
  • Aperio Group's EXCEL TRUST , INC COM STK position peaked at $173K in Q2 2015.
  • 0 funds tracked by Wall St. Rank held EXCEL TRUST , INC COM STK as of Q3 2015.

Based on Aperio Group's 13F filing for Q3 2015, filed 19 Oct 2015.