Schroder Investment Management Group’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
Q1 | – | Sell |
-93,366
| Closed | -$1.25M | – | 1396 |
|
|
2014
Q4 | $1.25M | Sell |
93,366
-276
| -0.3% | -$3.7K | ﹤0.01% | 965 |
|
|
2014
Q3 | $1.1M | Buy |
93,642
+37,557
| +67% | +$442K | ﹤0.01% | 996 |
|
|
2014
Q2 | $748K | Buy |
56,085
+36,143
| +181% | +$482K | ﹤0.01% | 1019 |
|
|
2014
Q1 | $253K | Buy |
19,942
+7,525
| +61% | +$95.4K | ﹤0.01% | 1144 |
|
|
2013
Q4 | $141K | Buy |
+12,417
| New | +$141K | ﹤0.01% | 1257 |
|