EXCEL TR INC's ticker is EXL and the CUSIP is 30068C109. A total of 101 filers reported holding EXCEL TR INC in Q2 2013. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $14,441,000 | -41.7% | 915,749 | -48.1% | 0.12% | -36.4% |
| Q1 2015 | $24,754,000 | -1.3% | 1,765,673 | -5.7% | 0.20% | +5.4% |
| Q4 2014 | $25,076,000 | +13.3% | 1,872,797 | -0.4% | 0.18% | +14.9% |
| Q3 2014 | $22,142,000 | -8.5% | 1,881,253 | +3.6% | 0.16% | -2.4% |
| Q2 2014 | $24,207,000 | +3.1% | 1,815,983 | -1.9% | 0.16% | +2.5% |
| Q1 2014 | $23,469,000 | +11.6% | 1,850,936 | +0.2% | 0.16% | +4.5% |
| Q4 2013 | $21,034,000 | -4.4% | 1,846,740 | +0.7% | 0.15% | -11.5% |
| Q3 2013 | $22,013,000 | -2.1% | 1,834,481 | +4.5% | 0.17% | -9.8% |
| Q2 2013 | $22,495,000 | – | 1,756,058 | – | 0.19% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PRIVATE MANAGEMENT GROUP INC | 2,936,903 | $37,622,000 | 2.70% |
| Forward Management, LLC | 1,284,406 | $16,453,000 | 1.35% |
| SHIKIAR ASSET MANAGEMENT INC | 194,100 | $2,486,000 | 1.24% |
| RMR Advisors LLC | 113,568 | $1,455,000 | 0.94% |
| INVESTMENT COUNSELORS OF MARYLAND LLC | 1,440,000 | $18,446,000 | 0.82% |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 2,709,306 | $34,706,000 | 0.66% |
| FIC CAPITAL INC | 68,938 | $883,000 | 0.56% |
| Independent Order of Foresters | 34,732 | $445,000 | 0.45% |
| American Assets Investment Management, LLC | 60,000 | $769,000 | 0.28% |
| APG Asset Management US Inc. | 2,036,993 | $26,094,000 | 0.27% |