Daiwa Capital Markets America’s EXCEL TRUST , INC COM STK EXL Stock Holding History

Daiwa Capital Markets America’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 Q4	$14K	Buy	+1,200	New	+$14.2K	﹤0.01%	867

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

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SFM

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

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

Daiwa Capital Markets America's EXL Position: Q4 2013 in Review

Daiwa Capital Markets America opened a new position in EXCEL TRUST , INC COM STK (EXL) in Q4 2013: 1,200 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #867 among its holdings.

111 funds tracked by Wall St. Rank hold EXL as of Q4 2013.

Daiwa Capital Markets America held 1,200 shares of EXCEL TRUST , INC COM STK worth $14K as of Q4 2013.
EXCEL TRUST , INC COM STK was a new Daiwa Capital Markets America position in Q4 2013.
EXCEL TRUST , INC COM STK made up ﹤0.01% of Daiwa Capital Markets America's portfolio in Q4 2013, its #867 holding.
111 funds tracked by Wall St. Rank held EXCEL TRUST , INC COM STK as of Q4 2013.

Based on Daiwa Capital Markets America's 13F filing for Q4 2013, filed 13 Feb 2014.