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Avantax Planning Partners’s EXL Service EXLS Stock Holding History

Avantax Planning Partners’s Portfolio EXLS Stock Details EXLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,365
Closed -$15K – 614
2018
Q1 		$15K Buy
+1,365
New +$16.3K ﹤0.01% 885

Other funds holding EXLS

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Avantax Planning Partners's EXLS Position: Q2 2018 in Review

Avantax Planning Partners sold out of EXL Service (EXLS) in Q2 2018, closing a stake of 1,365 shares — an estimated $15K sold.

Avantax Planning Partners first reported a position in EXLS in Q1 2018 and held it in 1 quarter. The position peaked at $15K in Q1 2018. 199 funds tracked by Wall St. Rank hold EXLS as of Q2 2018.

  • Avantax Planning Partners reported no remaining EXL Service position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 1,365 EXL Service shares in Q2 2018, an estimated $15K.
  • Avantax Planning Partners first reported a position in EXL Service in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's EXL Service position peaked at $15K in Q1 2018.
  • 199 funds tracked by Wall St. Rank held EXL Service as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.