Dimensional Fund Advisors
EXL

Dimensional Fund Advisors’s EXCEL TRUST , INC COM STK EXL Stock Holding History

Dimensional Fund Advisors’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
-635,937
Closed -$10M – 3419
2015
Q2 		$10M Buy
635,937
+8,769
+1% +$138K 0.01% 2262
2015
Q1 		$8.79M Buy
627,168
+49,618
+9% +$689K 0.01% 2302
2014
Q4 		$7.73M Buy
577,550
+52,539
+10% +$673K 0.01% 2376
2014
Q3 		$6.18M Buy
525,011
+100,577
+24% +$1.29M ﹤0.01% 2447
2014
Q2 		$5.66M Buy
424,434
+45,202
+12% +$585K ﹤0.01% 2517
2014
Q1 		$4.81M Buy
379,232
+58,893
+18% +$704K ﹤0.01% 2565
2013
Q4 		$3.65M Buy
320,339
+48,459
+18% +$573K ﹤0.01% 2674
2013
Q3 		$3.26M Buy
271,880
+49,503
+22% +$624K ﹤0.01% 2704
2013
Q2 		$2.85M Buy
+222,377
New +$3.13M ﹤0.01% 2707

Dimensional Fund Advisors's EXL Position: Q3 2015 in Review

Dimensional Fund Advisors sold out of EXCEL TRUST , INC COM STK (EXL) in Q3 2015, closing a stake of 635,937 shares — an estimated $10M sold.

Dimensional Fund Advisors first reported a position in EXL in Q2 2013 and held it in 9 quarters. The position peaked at $10M in Q2 2015. 0 funds tracked by Wall St. Rank hold EXL as of Q3 2015.

  • Dimensional Fund Advisors reported no remaining EXCEL TRUST , INC COM STK position as of Q3 2015 after selling out during the quarter.
  • Dimensional Fund Advisors sold 635,937 EXCEL TRUST , INC COM STK shares in Q3 2015, an estimated $10M.
  • Dimensional Fund Advisors first reported a position in EXCEL TRUST , INC COM STK in Q2 2013 and held it in 9 quarters.
  • Dimensional Fund Advisors's EXCEL TRUST , INC COM STK position peaked at $10M in Q2 2015.
  • 0 funds tracked by Wall St. Rank held EXCEL TRUST , INC COM STK as of Q3 2015.

Based on Dimensional Fund Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.