Creative Planning
EXL

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

Creative Planning’s Portfolio EXL Stock Details EXL Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
2015
Q2 		$237K Hold
2015
Q1 		$210K Hold
2014
Q4 		$201K Hold
2014
Q3 		$177K Hold
2014
Q2 		$200K Hold
2014
Q1 		$190K Buy