LTFS
EXL

Ladenburg Thalmann Financial Services’s EXCEL TRUST , INC COM STK EXL Stock Holding History

Ladenburg Thalmann Financial Services’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
Q3 		– Sell
-3,875
Closed -$61K – 4928
2015
Q2 		$61K Sell
3,875
-200
-5% -$3.14K ﹤0.01% 2454
2015
Q1 		$57K Sell
4,075
-5,800
-59% -$80.5K ﹤0.01% 2464
2014
Q4 		$132K Sell
9,875
-33,605
-77% -$430K ﹤0.01% 1711
2014
Q3 		$512K Buy
43,480
+35,825
+468% +$459K 0.01% 775
2014
Q2 		$102K Sell
7,655
-27,305
-78% -$353K ﹤0.01% 1592
2014
Q1 		$443K Buy
34,960
+15,635
+81% +$187K 0.01% 779
2013
Q4 		$220K Buy
19,325
+18,175
+1,580% +$215K 0.01% 1031
2013
Q3 		$14K Hold
1,150
– – ﹤0.01% 2690
2013
Q2 		$15K Buy
+1,150
New +$16.2K ﹤0.01% 2513

Ladenburg Thalmann Financial Services's EXL Position: Q3 2015 in Review

Ladenburg Thalmann Financial Services sold out of EXCEL TRUST , INC COM STK (EXL) in Q3 2015, closing a stake of 3,875 shares — an estimated $61K sold.

Ladenburg Thalmann Financial Services first reported a position in EXL in Q2 2013 and held it in 9 quarters. The position peaked at $512K in Q3 2014. 0 funds tracked by Wall St. Rank hold EXL as of Q3 2015.

  • Ladenburg Thalmann Financial Services reported no remaining EXCEL TRUST , INC COM STK position as of Q3 2015 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 3,875 EXCEL TRUST , INC COM STK shares in Q3 2015, an estimated $61K.
  • Ladenburg Thalmann Financial Services first reported a position in EXCEL TRUST , INC COM STK in Q2 2013 and held it in 9 quarters.
  • Ladenburg Thalmann Financial Services's EXCEL TRUST , INC COM STK position peaked at $512K in Q3 2014.
  • 0 funds tracked by Wall St. Rank held EXCEL TRUST , INC COM STK as of Q3 2015.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q3 2015, filed 16 Nov 2015.