Secor Capital Advisors’s EXCEL TRUST , INC COM STK EXL Stock Holding History

Secor Capital Advisors’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	-22,358	Closed	-$299K	–	621
2014 Q4	$299K	Sell	22,358 -20,669	-48%	-$265K	0.13%	275
2014 Q3	$506K	Buy	+43,027	New	+$551K	0.29%	115
2014 Q2	–	Sell	-18,534	Closed	-$235K	–	377
2014 Q1	$235K	Buy	+18,534	New	+$222K	0.12%	253

Other funds holding EXL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 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

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

Secor Capital Advisors's EXL Position: Q1 2015 in Review

Secor Capital Advisors sold out of EXCEL TRUST , INC COM STK (EXL) in Q1 2015, closing a stake of 22,358 shares — an estimated $299K sold.

Secor Capital Advisors first reported a position in EXL in Q1 2014 and held it in 3 quarters. The position peaked at $506K in Q3 2014. 131 funds tracked by Wall St. Rank hold EXL as of Q1 2015.

Secor Capital Advisors reported no remaining EXCEL TRUST , INC COM STK position as of Q1 2015 after selling out during the quarter.
Secor Capital Advisors sold 22,358 EXCEL TRUST , INC COM STK shares in Q1 2015, an estimated $299K.
Secor Capital Advisors first reported a position in EXCEL TRUST , INC COM STK in Q1 2014 and held it in 3 quarters.
Secor Capital Advisors's EXCEL TRUST , INC COM STK position peaked at $506K in Q3 2014.
131 funds tracked by Wall St. Rank held EXCEL TRUST , INC COM STK as of Q1 2015.

Based on Secor Capital Advisors's 13F filing for Q1 2015, filed 12 May 2015.