Charles Schwab
XTLY

Charles Schwab’s Xactly Corporation XTLY Stock Holding History

Charles Schwab’s Portfolio XTLY Stock Details XTLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-38,800
Closed -$608K – 3148
2017
Q2 		$608K Buy
38,800
+3,400
+10% +$45.5K ﹤0.01% 2629
2017
Q1 		$422K Hold
35,400
– – ﹤0.01% 2705
2016
Q4 		$390K Hold
35,400
– – ﹤0.01% 2747
2016
Q3 		$522K Hold
35,400
– – ﹤0.01% 2601
2016
Q2 		$454K Buy
+35,400
New +$329K ﹤0.01% 2621

Charles Schwab's XTLY Position: Q3 2017 in Review

Charles Schwab sold out of Xactly Corporation (XTLY) in Q3 2017, closing a stake of 38,800 shares — an estimated $608K sold.

Charles Schwab first reported a position in XTLY in Q2 2016 and held it in 5 quarters. The position peaked at $608K in Q2 2017. 0 funds tracked by Wall St. Rank hold XTLY as of Q3 2017.

  • Charles Schwab reported no remaining Xactly Corporation position as of Q3 2017 after selling out during the quarter.
  • Charles Schwab sold 38,800 Xactly Corporation shares in Q3 2017, an estimated $608K.
  • Charles Schwab first reported a position in Xactly Corporation in Q2 2016 and held it in 5 quarters.
  • Charles Schwab's Xactly Corporation position peaked at $608K in Q2 2017.
  • 0 funds tracked by Wall St. Rank held Xactly Corporation as of Q3 2017.

Based on Charles Schwab's 13F filing for Q3 2017, filed 13 Nov 2017.