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Executive Wealth Management’s EXL Service EXLS Stock Holding History

Executive 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
2019
Q3 		– Sell
-620
Closed -$8K – 347
2019
Q2 		$8K Hold
620
– – ﹤0.01% 652
2019
Q1 		$7K Hold
620
– – ﹤0.01% 600
2018
Q4 		$7K Buy
+620
New +$7.2K ﹤0.01% 623

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Executive Wealth Management's EXLS Position: Q3 2019 in Review

Executive Wealth Management sold out of EXL Service (EXLS) in Q3 2019, closing a stake of 620 shares — an estimated $8K sold.

Executive Wealth Management first reported a position in EXLS in Q4 2018 and held it in 3 quarters. The position peaked at $8K in Q2 2019. 213 funds tracked by Wall St. Rank hold EXLS as of Q3 2019.

  • Executive Wealth Management reported no remaining EXL Service position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 620 EXL Service shares in Q3 2019, an estimated $8K.
  • Executive Wealth Management first reported a position in EXL Service in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's EXL Service position peaked at $8K in Q2 2019.
  • 213 funds tracked by Wall St. Rank held EXL Service as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.