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Excel Trust 8.125%CUM CALLED 7
Excel Trust 8.125%CUM CALLED 7. Institutional holdings reported to the SEC.
Institutional Holders (2015Q2)
Portfolio Summary: 1 Institutional holders with a total value of $1,833,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 KCM INVESTMENT ADVISORS LLC 73,039 1,833,000 100.00%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.