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Mosaic Family Wealth’s EXL Service EXLS Stock Holding History

Mosaic Family Wealth’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
Q4 		– Sell
-430
Closed -$5K – 749
2017
Q3 		$5K Buy
+430
New +$4.82K ﹤0.01% 697

Other funds holding EXLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Mosaic Family Wealth's EXLS Position: Q4 2017 in Review

Mosaic Family Wealth sold out of EXL Service (EXLS) in Q4 2017, closing a stake of 430 shares — an estimated $5K sold.

Mosaic Family Wealth first reported a position in EXLS in Q3 2017 and held it in 1 quarter. The position peaked at $5K in Q3 2017. 211 funds tracked by Wall St. Rank hold EXLS as of Q4 2017.

  • Mosaic Family Wealth reported no remaining EXL Service position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 430 EXL Service shares in Q4 2017, an estimated $5K.
  • Mosaic Family Wealth first reported a position in EXL Service in Q3 2017 and held it in 1 quarter.
  • Mosaic Family Wealth's EXL Service position peaked at $5K in Q3 2017.
  • 211 funds tracked by Wall St. Rank held EXL Service as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.