FTUS
EXL

Flow Traders U.S.’s EXCEL TRUST , INC COM STK EXL Stock Holding History

Flow Traders U.S.’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 		– Sell
-10
Closed – – 344
2013
Q3 		$0 Buy
+10
New +$126 ﹤0.01% 327

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
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wellington Management Group
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

Flow Traders U.S.'s EXL Position: Q4 2013 in Review

Flow Traders U.S. sold out of EXCEL TRUST , INC COM STK (EXL) in Q4 2013, closing a stake of 10 shares.

Flow Traders U.S. first reported a position in EXL in Q3 2013 and held it in 1 quarter. The position peaked at $0 in Q3 2013. 111 funds tracked by Wall St. Rank hold EXL as of Q4 2013.

  • Flow Traders U.S. reported no remaining EXCEL TRUST , INC COM STK position as of Q4 2013 after selling out during the quarter.
  • Flow Traders U.S. sold 10 EXCEL TRUST , INC COM STK shares in Q4 2013.
  • Flow Traders U.S. first reported a position in EXCEL TRUST , INC COM STK in Q3 2013 and held it in 1 quarter.
  • Flow Traders U.S.'s EXCEL TRUST , INC COM STK position peaked at $0 in Q3 2013.
  • 111 funds tracked by Wall St. Rank held EXCEL TRUST , INC COM STK as of Q4 2013.

Based on Flow Traders U.S.'s 13F filing for Q4 2013, filed 14 Feb 2014.