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Greenleaf Trust’s EXL Service EXLS Stock Holding History

Greenleaf 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
2018
Q2 		– Sell
-2,815
Closed -$31K – 535
2018
Q1 		$31K Hold
2,815
– – ﹤0.01% 497
2017
Q4 		$34K Hold
2,815
– – ﹤0.01% 517
2017
Q3 		$33K Buy
+2,815
New +$31.5K ﹤0.01% 489

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Greenleaf Trust's EXLS Position: Q2 2018 in Review

Greenleaf Trust sold out of EXL Service (EXLS) in Q2 2018, closing a stake of 2,815 shares — an estimated $31K sold.

Greenleaf Trust first reported a position in EXLS in Q3 2017 and held it in 3 quarters. The position peaked at $34K in Q4 2017. 199 funds tracked by Wall St. Rank hold EXLS as of Q2 2018.

  • Greenleaf Trust reported no remaining EXL Service position as of Q2 2018 after selling out during the quarter.
  • Greenleaf Trust sold 2,815 EXL Service shares in Q2 2018, an estimated $31K.
  • Greenleaf Trust first reported a position in EXL Service in Q3 2017 and held it in 3 quarters.
  • Greenleaf Trust's EXL Service position peaked at $34K in Q4 2017.
  • 199 funds tracked by Wall St. Rank held EXL Service as of Q2 2018.

Based on Greenleaf Trust's 13F filing for Q2 2018, filed 7 Aug 2018.