SEI Trust Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $129K | Buy |
10,960
+3,660
| +50% | +$43.1K | ﹤0.01% | 1415 |
|
|
2014
Q2 | $97K | Buy |
7,300
+200
| +3% | +$2.66K | ﹤0.01% | 1442 |
|
|
2014
Q1 | $90K | Sell |
7,100
-3,700
| -34% | -$46.9K | ﹤0.01% | 1446 |
|
|
2013
Q4 | $123K | Buy |
10,800
+1,700
| +19% | +$19.4K | ﹤0.01% | 1473 |
|
|
2013
Q3 | $109K | Buy |
9,100
+911
| +11% | +$10.9K | ﹤0.01% | 1395 |
|
|
2013
Q2 | $105K | Buy |
+8,189
| New | +$105K | ﹤0.01% | 1336 |
|