Principal Financial Group
EXL

Principal Financial Group’s EXCEL TRUST , INC COM STK EXL Stock Holding History

Principal Financial Group’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
-11,393
Closed -$180K – 2274
2015
Q2 		$180K Buy
+11,393
New +$179K ﹤0.01% 2058
2014
Q4 		– Sell
-11,548
Closed -$136K – 2277
2014
Q3 		$136K Hold
11,548
– – ﹤0.01% 2098
2014
Q2 		$154K Buy
11,548
+25
+0.2% +$324 ﹤0.01% 2137
2014
Q1 		$146K Sell
11,523
-3,483
-23% -$41.6K ﹤0.01% 2190
2013
Q4 		$171K Sell
15,006
-277
-2% -$3.27K ﹤0.01% 2188
2013
Q3 		$183K Sell
15,283
-978
-6% -$12.3K ﹤0.01% 2137
2013
Q2 		$208K Buy
+16,261
New +$229K ﹤0.01% 2073

Principal Financial Group's EXL Position: Q3 2015 in Review

Principal Financial Group sold out of EXCEL TRUST , INC COM STK (EXL) in Q3 2015, closing a stake of 11,393 shares — an estimated $180K sold.

Principal Financial Group first reported a position in EXL in Q2 2013 and held it in 7 quarters. The position peaked at $208K in Q2 2013. 0 funds tracked by Wall St. Rank hold EXL as of Q3 2015.

  • Principal Financial Group reported no remaining EXCEL TRUST , INC COM STK position as of Q3 2015 after selling out during the quarter.
  • Principal Financial Group sold 11,393 EXCEL TRUST , INC COM STK shares in Q3 2015, an estimated $180K.
  • Principal Financial Group first reported a position in EXCEL TRUST , INC COM STK in Q2 2013 and held it in 7 quarters.
  • Principal Financial Group's EXCEL TRUST , INC COM STK position peaked at $208K in Q2 2013.
  • 0 funds tracked by Wall St. Rank held EXCEL TRUST , INC COM STK as of Q3 2015.

Based on Principal Financial Group's 13F filing for Q3 2015, filed 9 Nov 2015.