Kaizen Advisory’s EXL Service EXLS Stock Holding History

Kaizen Advisory’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 Q1	–	Sell	-93,210	Closed	-$1.13M	–	591
2017 Q4	$1.13M	Buy	+93,210	New	+$1.14M	0.67%	69

Other funds holding EXLS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Kaizen Advisory's EXLS Position: Q1 2018 in Review

Kaizen Advisory sold out of EXL Service (EXLS) in Q1 2018, closing a stake of 93,210 shares — an estimated $1.13M sold.

Kaizen Advisory first reported a position in EXLS in Q4 2017 and held it in 1 quarter. The position peaked at $1.13M in Q4 2017. 206 funds tracked by Wall St. Rank hold EXLS as of Q1 2018.

Kaizen Advisory reported no remaining EXL Service position as of Q1 2018 after selling out during the quarter.
Kaizen Advisory sold 93,210 EXL Service shares in Q1 2018, an estimated $1.13M.
Kaizen Advisory first reported a position in EXL Service in Q4 2017 and held it in 1 quarter.
Kaizen Advisory's EXL Service position peaked at $1.13M in Q4 2017.
206 funds tracked by Wall St. Rank held EXL Service as of Q1 2018.

Based on Kaizen Advisory's 13F filing for Q1 2018, filed 15 May 2018.