MWP
EXLS icon

MYCIO Wealth Partners’s EXL Service EXLS Stock Holding History

MYCIO Wealth Partners’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
2016
Q4 		– Sell
-150
Closed -$1K – 364
2016
Q3 		$1K Hold
150
– – ﹤0.01% 805
2016
Q2 		$2K Hold
150
– – ﹤0.01% 879
2016
Q1 		$2K Buy
+150
New +$1.38K ﹤0.01% 703

Other funds holding EXLS

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

MYCIO Wealth Partners's EXLS Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of EXL Service (EXLS) in Q4 2016, closing a stake of 150 shares — an estimated $1K sold.

MYCIO Wealth Partners first reported a position in EXLS in Q1 2016 and held it in 3 quarters. The position peaked at $2K in Q2 2016. 172 funds tracked by Wall St. Rank hold EXLS as of Q4 2016.

  • MYCIO Wealth Partners reported no remaining EXL Service position as of Q4 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 150 EXL Service shares in Q4 2016, an estimated $1K.
  • MYCIO Wealth Partners first reported a position in EXL Service in Q1 2016 and held it in 3 quarters.
  • MYCIO Wealth Partners's EXL Service position peaked at $2K in Q2 2016.
  • 172 funds tracked by Wall St. Rank held EXL Service as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.