IA
EXL

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

IndexIQ 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
-64,477
Closed -$1.02M – 289
2015
Q2 		$1.02M Sell
64,477
-2,993
-4% -$47K 0.06% 113
2015
Q1 		$946K Buy
67,470
+10,953
+19% +$152K 0.06% 116
2014
Q4 		$757K Buy
56,517
+9,995
+21% +$128K 0.05% 118
2014
Q3 		$548K Buy
46,522
+3,674
+9% +$47.1K 0.04% 135
2014
Q2 		$571K Buy
+42,848
New +$555K 0.05% 127

IndexIQ Advisors's EXL Position: Q3 2015 in Review

IndexIQ Advisors sold out of EXCEL TRUST , INC COM STK (EXL) in Q3 2015, closing a stake of 64,477 shares — an estimated $1.02M sold.

IndexIQ Advisors first reported a position in EXL in Q2 2014 and held it in 5 quarters. The position peaked at $1.02M in Q2 2015. 0 funds tracked by Wall St. Rank hold EXL as of Q3 2015.

  • IndexIQ Advisors reported no remaining EXCEL TRUST , INC COM STK position as of Q3 2015 after selling out during the quarter.
  • IndexIQ Advisors sold 64,477 EXCEL TRUST , INC COM STK shares in Q3 2015, an estimated $1.02M.
  • IndexIQ Advisors first reported a position in EXCEL TRUST , INC COM STK in Q2 2014 and held it in 5 quarters.
  • IndexIQ Advisors's EXCEL TRUST , INC COM STK position peaked at $1.02M in Q2 2015.
  • 0 funds tracked by Wall St. Rank held EXCEL TRUST , INC COM STK as of Q3 2015.

Based on IndexIQ Advisors's 13F filing for Q3 2015, filed 6 Nov 2015.