EXCEL TR INC's ticker is EXL and the CUSIP is 30068C109. A total of 130 filers reported holding EXCEL TR INC in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $486,000 | +31.4% | 30,800 | +16.7% | 0.01% | +28.6% |
| Q1 2015 | $370,000 | +11.4% | 26,400 | +7.3% | 0.01% | +16.7% |
| Q4 2014 | $332,000 | +37.2% | 24,600 | +19.4% | 0.01% | +50.0% |
| Q3 2014 | $242,000 | +26.0% | 20,600 | +42.8% | 0.00% | 0.0% |
| Q2 2014 | $192,000 | 0.0% | 14,430 | -4.6% | 0.00% | 0.0% |
| Q1 2014 | $192,000 | +17.1% | 15,130 | +4.9% | 0.00% | +33.3% |
| Q4 2013 | $164,000 | -15.5% | 14,430 | -10.5% | 0.00% | -25.0% |
| Q3 2013 | $194,000 | -4.0% | 16,130 | +2.1% | 0.00% | 0.0% |
| Q2 2013 | $202,000 | – | 15,800 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PRIVATE MANAGEMENT GROUP INC | 2,995,318 | $40,107,000 | 2.52% |
| Forward Management, LLC | 1,861,817 | $24,929,000 | 1.36% |
| SHIKIAR ASSET MANAGEMENT INC | 183,871 | $2,462,000 | 1.16% |
| Opus Capital Group, LLC | 541,260 | $7,247,000 | 1.05% |
| FIC CAPITAL INC | 198,684 | $2,660,000 | 1.03% |
| INVESTMENT COUNSELORS OF MARYLAND LLC | 1,383,454 | $18,524,000 | 0.90% |
| RMR Advisors LLC | 113,568 | $1,521,000 | 0.82% |
| FALCON POINT CAPITAL, LLC | 35,000 | $469,000 | 0.43% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 1,872,797 | $25,076,000 | 0.18% |
| TWO SIGMA SECURITIES, LLC | 16,271 | $218,000 | 0.18% |