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FineMark National Bank & Trust’s EXL Service EXLS Stock Holding History

FineMark National Bank & Trust’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
Q1 		– Sell
-6,250
Closed -$63K – 576
2016
Q4 		$63K Buy
6,250
+6,065
+3,278% +$58K 0.01% 576
2016
Q3 		$2K Buy
185
+80
+76% +$813 ﹤0.01% 1171
2016
Q2 		$1K Hold
105
– – ﹤0.01% 1282
2016
Q1 		$1K Sell
105
-2,445
-96% -$22.5K ﹤0.01% 1214
2015
Q4 		$23K Sell
2,550
-75
-3% -$655 ﹤0.01% 790
2015
Q3 		$19K Sell
2,625
-165
-6% -$1.22K ﹤0.01% 857
2015
Q2 		$19K Hold
2,790
– – ﹤0.01% 900
2015
Q1 		$21K Buy
2,790
+2,080
+293% +$13.6K ﹤0.01% 874
2014
Q4 		$4K Hold
710
– – ﹤0.01% 1180
2014
Q3 		$3K Buy
710
+120
+20% +$666 ﹤0.01% 1197
2014
Q2 		$3K Hold
590
– – ﹤0.01% 1230
2014
Q1 		$4K Sell
590
-80
-12% -$443 ﹤0.01% 1198
2013
Q4 		$4K Buy
670
+385
+135% +$2.11K ﹤0.01% 1196
2013
Q3 		$2K Buy
+285
New +$1.63K ﹤0.01% 1251

Other funds holding EXLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

FineMark National Bank & Trust's EXLS Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of EXL Service (EXLS) in Q1 2017, closing a stake of 6,250 shares — an estimated $63K sold.

FineMark National Bank & Trust first reported a position in EXLS in Q3 2013 and held it in 14 quarters. The position peaked at $63K in Q4 2016. 170 funds tracked by Wall St. Rank hold EXLS as of Q1 2017.

  • FineMark National Bank & Trust reported no remaining EXL Service position as of Q1 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 6,250 EXL Service shares in Q1 2017, an estimated $63K.
  • FineMark National Bank & Trust first reported a position in EXL Service in Q3 2013 and held it in 14 quarters.
  • FineMark National Bank & Trust's EXL Service position peaked at $63K in Q4 2016.
  • 170 funds tracked by Wall St. Rank held EXL Service as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.