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Brandywine Oak Private Wealth’s EXL Service EXLS Stock Holding History

Brandywine Oak Private Wealth’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
2019
Q1 		– Sell
-250
Closed -$2K – 345
2018
Q4 		$2K Buy
+250
New +$2.9K ﹤0.01% 652

Other funds holding EXLS

BlackRock
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Brandywine Oak Private Wealth's EXLS Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of EXL Service (EXLS) in Q1 2019, closing a stake of 250 shares — an estimated $2K sold.

Brandywine Oak Private Wealth first reported a position in EXLS in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 203 funds tracked by Wall St. Rank hold EXLS as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining EXL Service position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 250 EXL Service shares in Q1 2019, an estimated $2K.
  • Brandywine Oak Private Wealth first reported a position in EXL Service in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's EXL Service position peaked at $2K in Q4 2018.
  • 203 funds tracked by Wall St. Rank held EXL Service as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.