EXCEL TR INC's ticker is EXL and the CUSIP is 30068C109. A total of 139 filers reported holding EXCEL TR INC in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $1,916,000 | +78.7% | 121,479 | +58.9% | 0.00% | +100.0% |
| Q1 2015 | $1,072,000 | +7.5% | 76,438 | +2.7% | 0.00% | 0.0% |
| Q4 2014 | $997,000 | +21.4% | 74,438 | +6.7% | 0.00% | 0.0% |
| Q3 2014 | $821,000 | -11.5% | 69,738 | +0.1% | 0.00% | 0.0% |
| Q2 2014 | $928,000 | +21.6% | 69,638 | +15.8% | 0.00% | 0.0% |
| Q1 2014 | $763,000 | +15.3% | 60,138 | +3.4% | 0.00% | 0.0% |
| Q4 2013 | $662,000 | -5.2% | 58,138 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $698,000 | -16.2% | 58,138 | -10.6% | 0.00% | 0.0% |
| Q2 2013 | $833,000 | – | 65,038 | – | 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% |