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Next Financial Group’s EXL Service EXLS Stock Holding History

Next Financial Group’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
2020
Q1 		– Sell
-100
Closed -$1K – 2204
2019
Q4 		$1K Hold
100
– – ﹤0.01% 2267
2019
Q3 		$1K Hold
100
– – ﹤0.01% 2208
2019
Q2 		$1K Sell
100
-130
-57% -$1.59K ﹤0.01% 2203
2019
Q1 		$3K Buy
+230
New +$2.7K ﹤0.01% 1367

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Next Financial Group's EXLS Position: Q1 2020 in Review

Next Financial Group sold out of EXL Service (EXLS) in Q1 2020, closing a stake of 100 shares — an estimated $1K sold.

Next Financial Group first reported a position in EXLS in Q1 2019 and held it in 4 quarters. The position peaked at $3K in Q1 2019. 216 funds tracked by Wall St. Rank hold EXLS as of Q1 2020.

  • Next Financial Group reported no remaining EXL Service position as of Q1 2020 after selling out during the quarter.
  • Next Financial Group sold 100 EXL Service shares in Q1 2020, an estimated $1K.
  • Next Financial Group first reported a position in EXL Service in Q1 2019 and held it in 4 quarters.
  • Next Financial Group's EXL Service position peaked at $3K in Q1 2019.
  • 216 funds tracked by Wall St. Rank held EXL Service as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.