Fort Washington Investment Advisors’s EXCEL TRUST , INC COM STK EXL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-35,399
| Closed | -$496K | – | 446 |
|
|
2015
Q1 | $496K | Sell |
35,399
-21,201
| -37% | -$297K | 0.01% | 332 |
|
|
2014
Q4 | $758K | Buy |
56,600
+11,000
| +24% | +$147K | 0.02% | 297 |
|
|
2014
Q3 | $537K | Buy |
45,600
+13,000
| +40% | +$153K | 0.01% | 327 |
|
|
2014
Q2 | $435K | Buy |
32,600
+1,000
| +3% | +$13.3K | 0.01% | 358 |
|
|
2014
Q1 | $401K | Hold |
31,600
| – | – | 0.01% | 357 |
|
|
2013
Q4 | $360K | Buy |
+31,600
| New | +$360K | 0.01% | 425 |
|