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Mutual Advisors’s EXL Service EXLS Stock Holding History

Mutual Advisors’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
Q4 		– Sell
-30,640
Closed -$406K – 448
2018
Q3 		$406K Buy
30,640
+1,315
+4% +$16.3K 0.06% 311
2018
Q2 		$332K Hold
29,325
– – 0.08% 310
2018
Q1 		$327K Buy
29,325
+1,065
+4% +$12.7K 0.08% 295
2017
Q4 		$341K Buy
+28,260
New +$345K 0.13% 208

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Mutual Advisors's EXLS Position: Q4 2018 in Review

Mutual Advisors sold out of EXL Service (EXLS) in Q4 2018, closing a stake of 30,640 shares — an estimated $406K sold.

Mutual Advisors first reported a position in EXLS in Q4 2017 and held it in 4 quarters. The position peaked at $406K in Q3 2018. 197 funds tracked by Wall St. Rank hold EXLS as of Q4 2018.

  • Mutual Advisors reported no remaining EXL Service position as of Q4 2018 after selling out during the quarter.
  • Mutual Advisors sold 30,640 EXL Service shares in Q4 2018, an estimated $406K.
  • Mutual Advisors first reported a position in EXL Service in Q4 2017 and held it in 4 quarters.
  • Mutual Advisors's EXL Service position peaked at $406K in Q3 2018.
  • 197 funds tracked by Wall St. Rank held EXL Service as of Q4 2018.

Based on Mutual Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.