Carroll Financial Associates’s EXL Service EXLS Stock Holding History

Carroll Financial Associates’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
2020 Q1	–	Sell	-600	Closed	-$8K	–	1513
2019 Q4	$8K	Sell	600 -240	-29%	-$3.28K	﹤0.01%	1125
2019 Q3	$11K	Hold	840	–	–	﹤0.01%	963
2019 Q2	$11K	Buy	840 +240	+40%	+$2.94K	﹤0.01%	977
2019 Q1	$7K	Hold	600	–	–	﹤0.01%	1026
2018 Q4	$6K	Hold	600	–	–	﹤0.01%	978
2018 Q3	$7K	Hold	600	–	–	﹤0.01%	986
2018 Q2	$6K	Hold	600	–	–	﹤0.01%	996
2018 Q1	$6K	Hold	600	–	–	﹤0.01%	965
2017 Q4	$7K	Hold	600	–	–	﹤0.01%	915
2017 Q3	$7K	Hold	600	–	–	﹤0.01%	892
2017 Q2	$6K	Sell	600 -75	-11%	-$757	﹤0.01%	938
2017 Q1	$6K	Hold	675	–	–	﹤0.01%	936
2016 Q4	$6K	Buy	+675	New	+$6.46K	﹤0.01%	896

Other funds holding EXLS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Carroll Financial Associates's EXLS Position: Q1 2020 in Review

Carroll Financial Associates sold out of EXL Service (EXLS) in Q1 2020, closing a stake of 600 shares — an estimated $8K sold.

Carroll Financial Associates first reported a position in EXLS in Q4 2016 and held it in 13 quarters. The position peaked at $11K in Q3 2019. 215 funds tracked by Wall St. Rank hold EXLS as of Q1 2020.

Carroll Financial Associates reported no remaining EXL Service position as of Q1 2020 after selling out during the quarter.
Carroll Financial Associates sold 600 EXL Service shares in Q1 2020, an estimated $8K.
Carroll Financial Associates first reported a position in EXL Service in Q4 2016 and held it in 13 quarters.
Carroll Financial Associates's EXL Service position peaked at $11K in Q3 2019.
215 funds tracked by Wall St. Rank held EXL Service as of Q1 2020.

Based on Carroll Financial Associates's 13F filing for Q1 2020, filed 10 Apr 2020.