Independent Portfolio Consultants’s EXL Service EXLS Stock Holding History

Independent Portfolio Consultants’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 Q2	$884K	Sell	79,555 -8,995	-10%	-$90.8K	0.37%	65
2017 Q1	$839K	Buy	88,550 +4,050	+5%	+$38K	0.29%	116
2016 Q4	$852K	Buy	84,500 +31,425	+59%	+$300K	0.28%	116
2016 Q3	$529K	Buy	53,075 +600	+1%	+$6.1K	0.17%	221
2016 Q2	$550K	Buy	52,475 +19,300	+58%	+$196K	0.17%	203
2016 Q1	$344K	Sell	33,175 -975	-3%	-$8.96K	0.1%	267
2015 Q4	$307K	Sell	34,150 -15,650	-31%	-$137K	0.09%	272
2015 Q3	$368K	Buy	+49,800	New	+$369K	0.08%	284

Other funds holding EXLS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Independent Portfolio Consultants's EXLS Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its EXL Service (EXLS) stake by 10% in Q2 2017, selling an estimated $90.8K and leaving 79,555 shares worth $884K. The position accounts for 0.37% of the portfolio, ranked #65.

Independent Portfolio Consultants first reported a position in EXLS in Q3 2015 and has held it in 8 quarters since. 171 funds tracked by Wall St. Rank hold EXLS as of Q2 2017.

Independent Portfolio Consultants held 79,555 shares of EXL Service worth $884K as of Q2 2017.
Independent Portfolio Consultants sold 8,995 EXL Service shares in Q2 2017, an estimated $90.8K.
EXL Service made up 0.37% of Independent Portfolio Consultants's portfolio in Q2 2017, its #65 holding.
Independent Portfolio Consultants first reported a position in EXL Service in Q3 2015 and has held it in 8 quarters since.
171 funds tracked by Wall St. Rank held EXL Service as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.