Creative Planning’s EXCEL TRUST , INC COM STK EXL Stock Holding History

Creative Planning’s Portfolio EXL Stock Details EXL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-15,000	Closed	-$237K	–	4444
2015 Q2	$237K	Hold	15,000	–	–	﹤0.01%	833
2015 Q1	$210K	Hold	15,000	–	–	﹤0.01%	1172
2014 Q4	$201K	Hold	15,000	–	–	﹤0.01%	1135
2014 Q3	$177K	Hold	15,000	–	–	﹤0.01%	1127
2014 Q2	$200K	Hold	15,000	–	–	﹤0.01%	1042
2014 Q1	$190K	Buy	+15,000	New	+$179K	﹤0.01%	1025

Creative Planning's EXL Position: Q3 2015 in Review

Creative Planning sold out of EXCEL TRUST , INC COM STK (EXL) in Q3 2015, closing a stake of 15,000 shares — an estimated $237K sold.

Creative Planning first reported a position in EXL in Q1 2014 and held it in 6 quarters. The position peaked at $237K in Q2 2015. 0 funds tracked by Wall St. Rank hold EXL as of Q3 2015.

Creative Planning reported no remaining EXCEL TRUST , INC COM STK position as of Q3 2015 after selling out during the quarter.
Creative Planning sold 15,000 EXCEL TRUST , INC COM STK shares in Q3 2015, an estimated $237K.
Creative Planning first reported a position in EXCEL TRUST , INC COM STK in Q1 2014 and held it in 6 quarters.
Creative Planning's EXCEL TRUST , INC COM STK position peaked at $237K in Q2 2015.
0 funds tracked by Wall St. Rank held EXCEL TRUST , INC COM STK as of Q3 2015.

Based on Creative Planning's 13F filing for Q3 2015, filed 9 Oct 2015.