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 | $1,692,000 | +75.0% | 107,290 | +55.6% | 0.00% | +50.0% |
| Q1 2015 | $967,000 | +11.5% | 68,964 | +6.5% | 0.00% | 0.0% |
| Q4 2014 | $867,000 | +24.7% | 64,772 | +9.7% | 0.00% | 0.0% |
| Q3 2014 | $695,000 | -2.1% | 59,044 | +10.8% | 0.00% | 0.0% |
| Q2 2014 | $710,000 | +25.0% | 53,289 | +19.0% | 0.00% | +100.0% |
| Q1 2014 | $568,000 | +57.8% | 44,776 | +41.8% | 0.00% | 0.0% |
| Q4 2013 | $360,000 | +9.1% | 31,585 | +14.9% | 0.00% | 0.0% |
| Q3 2013 | $330,000 | -33.5% | 27,480 | -29.0% | 0.00% | 0.0% |
| Q2 2013 | $496,000 | – | 38,695 | – | 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% |