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EXL.PRB

EXCEL TRUST INC CUM RED PFD STK SER B (MD)

Delisted

EXL.PRB was delisted on the 31st of July, 2015.

4 hedge funds and large institutions have $3.67M invested in EXCEL TRUST INC CUM RED PFD STK SER B (MD) in 2014 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $3.59M → $3.67M (+$78K)

0% more funds holding

Funds holding: 44 (0)

Holders
4
Holders Change
Holders Change %
0%
% of All Funds
0.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
2
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1
Shikiar Asset Management
New York
$1.45M +$10.6K +400 +0.7%
KIA
2
KCM Investment Advisors
California
$1.37M +$19.6K +743 +1%
CNB
3
City National Bank
California
$590K
ECM
4
EII Capital Management
New York
$262K

EXL.PRB Hedge Fund Activity: Q2 2014 in Review

4 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in EXCEL TRUST INC CUM RED PFD STK SER B (MD) (EXL.PRB) for Q2 2014, worth a combined $3.67M — up 2.2% from $3.59M a quarter earlier.

Fund positioning in EXL.PRB was balanced in Q2 2014: 0 funds opened new positions, 0 closed out, 2 added to existing stakes and 0 trimmed.

The largest buyer was KCM Investment Advisors, adding an estimated $19.6K.

  • 4 institutional investors held EXCEL TRUST INC CUM RED PFD STK SER B (MD) (EXL.PRB) as of Q2 2014, unchanged from Q1 2014.
  • Funds reported $3.67M of EXCEL TRUST INC CUM RED PFD STK SER B (MD) stock for Q2 2014, up 2.2% quarter-over-quarter.
  • 0 funds opened new EXCEL TRUST INC CUM RED PFD STK SER B (MD) positions in Q2 2014 and 0 closed out.
  • The largest EXCEL TRUST INC CUM RED PFD STK SER B (MD) buyer in Q2 2014 was KCM Investment Advisors, an estimated $19.6K added.

Based on aggregated 13F filings for Q2 2014.