KCM
EXL

Kennedy Capital Management’s EXCEL TRUST , INC COM STK EXL Stock Holding History

Kennedy Capital Management’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
-68,382
Closed -$821K – 818
2013
Q3 		$821K Hold
68,382
– – 0.02% 659
2013
Q2 		$876K Buy
+68,382
New +$963K 0.02% 655

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

Kennedy Capital Management's EXL Position: Q4 2013 in Review

Kennedy Capital Management sold out of EXCEL TRUST , INC COM STK (EXL) in Q4 2013, closing a stake of 68,382 shares — an estimated $821K sold.

Kennedy Capital Management first reported a position in EXL in Q2 2013 and held it in 2 quarters. The position peaked at $876K in Q2 2013. 111 funds tracked by Wall St. Rank hold EXL as of Q4 2013.

  • Kennedy Capital Management reported no remaining EXCEL TRUST , INC COM STK position as of Q4 2013 after selling out during the quarter.
  • Kennedy Capital Management sold 68,382 EXCEL TRUST , INC COM STK shares in Q4 2013, an estimated $821K.
  • Kennedy Capital Management first reported a position in EXCEL TRUST , INC COM STK in Q2 2013 and held it in 2 quarters.
  • Kennedy Capital Management's EXCEL TRUST , INC COM STK position peaked at $876K in Q2 2013.
  • 111 funds tracked by Wall St. Rank held EXCEL TRUST , INC COM STK as of Q4 2013.

Based on Kennedy Capital Management's 13F filing for Q4 2013, filed 13 Feb 2014.