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Convergence Investment Partners’s EXL Service EXLS Stock Holding History

Convergence Investment 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
2014
Q3 		– Sell
-225,550
Closed -$1.33M – 380
2014
Q2 		$1.33M Buy
+225,550
New +$1.3M 0.18% 187

Other funds holding EXLS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.68B AUM 39.32% 1-Year Est. Return
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University Redwood City, California $849M AUM 55.45% 1-Year Est. Return

Convergence Investment Partners's EXLS Position: Q3 2014 in Review

Convergence Investment Partners sold out of EXL Service (EXLS) in Q3 2014, closing a stake of 225,550 shares — an estimated $1.33M sold.

Convergence Investment Partners first reported a position in EXLS in Q2 2014 and held it in 1 quarter. The position peaked at $1.33M in Q2 2014. 131 funds tracked by Wall St. Rank hold EXLS as of Q3 2014.

  • Convergence Investment Partners reported no remaining EXL Service position as of Q3 2014 after selling out during the quarter.
  • Convergence Investment Partners sold 225,550 EXL Service shares in Q3 2014, an estimated $1.33M.
  • Convergence Investment Partners first reported a position in EXL Service in Q2 2014 and held it in 1 quarter.
  • Convergence Investment Partners's EXL Service position peaked at $1.33M in Q2 2014.
  • 131 funds tracked by Wall St. Rank held EXL Service as of Q3 2014.

Based on Convergence Investment Partners's 13F filing for Q3 2014, filed 12 Nov 2014.