EWM
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Evercore Wealth Management’s EXL Service EXLS Stock Holding History

Evercore Wealth Management’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
2017
Q3 		– Sell
-670
Closed -$7K – 922
2017
Q2 		$7K Buy
+670
New +$6.76K ﹤0.01% 858

Other funds holding EXLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Evercore Wealth Management's EXLS Position: Q3 2017 in Review

Evercore Wealth Management sold out of EXL Service (EXLS) in Q3 2017, closing a stake of 670 shares — an estimated $7K sold.

Evercore Wealth Management first reported a position in EXLS in Q2 2017 and held it in 1 quarter. The position peaked at $7K in Q2 2017. 183 funds tracked by Wall St. Rank hold EXLS as of Q3 2017.

  • Evercore Wealth Management reported no remaining EXL Service position as of Q3 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 670 EXL Service shares in Q3 2017, an estimated $7K.
  • Evercore Wealth Management first reported a position in EXL Service in Q2 2017 and held it in 1 quarter.
  • Evercore Wealth Management's EXL Service position peaked at $7K in Q2 2017.
  • 183 funds tracked by Wall St. Rank held EXL Service as of Q3 2017.

Based on Evercore Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.