KM
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Kalos Management’s EXL Service EXLS Stock Holding History

Kalos 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
2018
Q3 		– Sell
-59,550
Closed -$664K – 176
2018
Q2 		$664K Hold
59,550
– – 0.3% 92
2018
Q1 		$664K Buy
59,550
+3,430
+6% +$40.9K 0.39% 72
2017
Q4 		$677K Buy
56,120
+4,310
+8% +$52.6K 0.32% 87
2017
Q3 		$604K Buy
+51,810
New +$581K 0.39% 78

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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
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

Kalos Management's EXLS Position: Q3 2018 in Review

Kalos Management sold out of EXL Service (EXLS) in Q3 2018, closing a stake of 59,550 shares — an estimated $664K sold.

Kalos Management first reported a position in EXLS in Q3 2017 and held it in 4 quarters. The position peaked at $677K in Q4 2017. 193 funds tracked by Wall St. Rank hold EXLS as of Q3 2018.

  • Kalos Management reported no remaining EXL Service position as of Q3 2018 after selling out during the quarter.
  • Kalos Management sold 59,550 EXL Service shares in Q3 2018, an estimated $664K.
  • Kalos Management first reported a position in EXL Service in Q3 2017 and held it in 4 quarters.
  • Kalos Management's EXL Service position peaked at $677K in Q4 2017.
  • 193 funds tracked by Wall St. Rank held EXL Service as of Q3 2018.

Based on Kalos Management's 13F filing for Q3 2018, filed 14 Nov 2018.