GSC
EXL

Ground Swell Capital’s EXCEL TRUST , INC COM STK EXL Stock Holding History

Ground Swell Capital’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
2014
Q3 		$6K Buy
+485
New +$6.22K 0.01% 1399

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Ground Swell Capital's EXL Position: Q3 2014 in Review

Ground Swell Capital opened a new position in EXCEL TRUST , INC COM STK (EXL) in Q3 2014: 485 shares worth $6K. The stake represents 0.01% of the portfolio and ranks #1399 among its holdings.

137 funds tracked by Wall St. Rank hold EXL as of Q3 2014.

  • Ground Swell Capital held 485 shares of EXCEL TRUST , INC COM STK worth $6K as of Q3 2014.
  • EXCEL TRUST , INC COM STK was a new Ground Swell Capital position in Q3 2014.
  • EXCEL TRUST , INC COM STK made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1399 holding.
  • 137 funds tracked by Wall St. Rank held EXCEL TRUST , INC COM STK as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.