Axa’s EXCEL TRUST , INC COM STK EXL Stock Holding History

Axa’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
2015 Q1	–	Sell	-70,152	Closed	-$939K	–	1543
2014 Q4	$939K	Buy	+70,152	New	+$898K	﹤0.01%	974

Other funds holding EXL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Axa's EXL Position: Q1 2015 in Review

Axa sold out of EXCEL TRUST , INC COM STK (EXL) in Q1 2015, closing a stake of 70,152 shares — an estimated $939K sold.

Axa first reported a position in EXL in Q4 2014 and held it in 1 quarter. The position peaked at $939K in Q4 2014. 131 funds tracked by Wall St. Rank hold EXL as of Q1 2015.

Axa reported no remaining EXCEL TRUST , INC COM STK position as of Q1 2015 after selling out during the quarter.
Axa sold 70,152 EXCEL TRUST , INC COM STK shares in Q1 2015, an estimated $939K.
Axa first reported a position in EXCEL TRUST , INC COM STK in Q4 2014 and held it in 1 quarter.
Axa's EXCEL TRUST , INC COM STK position peaked at $939K in Q4 2014.
131 funds tracked by Wall St. Rank held EXCEL TRUST , INC COM STK as of Q1 2015.

Based on Axa's 13F filing for Q1 2015, filed 13 May 2015.