RA
EXL

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

Rational 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
2013
Q4 		$5K Sell
400
-700
-64% -$8.27K ﹤0.01% 853
2013
Q3 		$13K Hold
1,100
– – ﹤0.01% 812
2013
Q2 		$14K Buy
+1,100
New +$15.5K ﹤0.01% 795

Other funds holding EXL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

Rational Advisors's EXL Position: Q4 2013 in Review

Rational Advisors reduced its EXCEL TRUST , INC COM STK (EXL) stake by 64% in Q4 2013, selling an estimated $8.27K and leaving 400 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

Rational Advisors first reported a position in EXL in Q2 2013 and has held it in 3 quarters since. The position peaked at $14K in Q2 2013. 111 funds tracked by Wall St. Rank hold EXL as of Q4 2013.

  • Rational Advisors held 400 shares of EXCEL TRUST , INC COM STK worth $5K as of Q4 2013.
  • Rational Advisors sold 700 EXCEL TRUST , INC COM STK shares in Q4 2013, an estimated $8.27K.
  • EXCEL TRUST , INC COM STK made up ﹤0.01% of Rational Advisors's portfolio in Q4 2013, its #853 holding.
  • Rational Advisors first reported a position in EXCEL TRUST , INC COM STK in Q2 2013 and has held it in 3 quarters since.
  • Rational Advisors's EXCEL TRUST , INC COM STK position peaked at $14K in Q2 2013.
  • 111 funds tracked by Wall St. Rank held EXCEL TRUST , INC COM STK as of Q4 2013.

Based on Rational Advisors's 13F filing for Q4 2013, filed 17 Feb 2015.