EXCEL TR INC's ticker is EXL and the CUSIP is 30068C109. A total of 129 filers reported holding EXCEL TR INC in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $3,821,000 | +31.1% | 242,307 | +16.6% | 0.01% | +25.0% |
| Q1 2015 | $2,914,000 | +7.2% | 207,836 | +2.3% | 0.00% | 0.0% |
| Q4 2014 | $2,719,000 | +13.4% | 203,089 | -0.3% | 0.00% | +33.3% |
| Q3 2014 | $2,398,000 | +9.7% | 203,717 | +24.2% | 0.00% | 0.0% |
| Q2 2014 | $2,186,000 | +3.7% | 163,976 | -1.3% | 0.00% | 0.0% |
| Q1 2014 | $2,107,000 | +12.6% | 166,162 | +1.1% | 0.00% | 0.0% |
| Q4 2013 | $1,872,000 | -7.8% | 164,390 | -2.8% | 0.00% | 0.0% |
| Q3 2013 | $2,030,000 | -4.7% | 169,159 | +1.8% | 0.00% | -25.0% |
| Q2 2013 | $2,129,000 | – | 166,173 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Forward Management, LLC | 2,381,148 | $33,383,000 | 2.00% |
| PRIVATE MANAGEMENT GROUP INC | 1,921,107 | $26,934,000 | 1.72% |
| Crow Point Partners, LLC | 700,000 | $9,814,000 | 1.34% |
| SHIKIAR ASSET MANAGEMENT INC | 183,371 | $2,571,000 | 1.12% |
| FIC CAPITAL INC | 198,334 | $2,781,000 | 1.06% |
| Opus Capital Group, LLC | 447,245 | $6,270,000 | 0.99% |
| INVESTMENT COUNSELORS OF MARYLAND LLC | 1,383,454 | $19,396,000 | 0.92% |
| RMR Advisors LLC | 113,568 | $1,592,000 | 0.82% |
| FALCON POINT CAPITAL, LLC | 35,000 | $491,000 | 0.38% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 1,765,673 | $24,754,000 | 0.20% |