Northwestern Mutual Wealth Management
EXL

Northwestern Mutual Wealth Management’s EXCEL TRUST , INC COM STK EXL Stock Holding History

Northwestern Mutual Wealth 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
2015
Q1 		– Sell
-877
Closed -$12K – 1994
2014
Q4 		$12K Buy
+877
New +$11.2K ﹤0.01% 1030

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Northwestern Mutual Wealth Management's EXL Position: Q1 2015 in Review

Northwestern Mutual Wealth Management sold out of EXCEL TRUST , INC COM STK (EXL) in Q1 2015, closing a stake of 877 shares — an estimated $12K sold.

Northwestern Mutual Wealth Management first reported a position in EXL in Q4 2014 and held it in 1 quarter. The position peaked at $12K in Q4 2014. 131 funds tracked by Wall St. Rank hold EXL as of Q1 2015.

  • Northwestern Mutual Wealth Management reported no remaining EXCEL TRUST , INC COM STK position as of Q1 2015 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 877 EXCEL TRUST , INC COM STK shares in Q1 2015, an estimated $12K.
  • Northwestern Mutual Wealth Management first reported a position in EXCEL TRUST , INC COM STK in Q4 2014 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's EXCEL TRUST , INC COM STK position peaked at $12K in Q4 2014.
  • 131 funds tracked by Wall St. Rank held EXCEL TRUST , INC COM STK as of Q1 2015.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2015, filed 15 May 2015.