AWMS
EXL

Advocacy Wealth Management Services’s EXCEL TRUST , INC COM STK EXL Stock Holding History

Advocacy Wealth Management Services’s Portfolio EXL Stock Details EXL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$16K Hold
1,300
– – 0.04% 202
2013
Q2 		$17K Buy
+1,300
New +$18.3K 0.07% 156

Other funds holding EXL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Advocacy Wealth Management Services's EXL Position: Q3 2013 in Review

Advocacy Wealth Management Services held its EXCEL TRUST , INC COM STK (EXL) position steady in Q3 2013 at 1,300 shares worth $16K. The position accounts for 0.04% of the portfolio, ranked #202.

Advocacy Wealth Management Services first reported a position in EXL in Q2 2013 and has held it in 2 quarters since. The position peaked at $17K in Q2 2013. 104 funds tracked by Wall St. Rank hold EXL as of Q3 2013.

  • Advocacy Wealth Management Services held 1,300 shares of EXCEL TRUST , INC COM STK worth $16K as of Q3 2013.
  • Advocacy Wealth Management Services left its EXCEL TRUST , INC COM STK share count unchanged in Q3 2013.
  • EXCEL TRUST , INC COM STK made up 0.04% of Advocacy Wealth Management Services's portfolio in Q3 2013, its #202 holding.
  • Advocacy Wealth Management Services first reported a position in EXCEL TRUST , INC COM STK in Q2 2013 and has held it in 2 quarters since.
  • Advocacy Wealth Management Services's EXCEL TRUST , INC COM STK position peaked at $17K in Q2 2013.
  • 104 funds tracked by Wall St. Rank held EXCEL TRUST , INC COM STK as of Q3 2013.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2013, filed 14 Nov 2013.