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Rational Advisors’s EXL Service EXLS Stock Holding History

Rational 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
2015
Q3 		$111K Hold
15,000
– – 0.04% 205
2015
Q2 		$104K Hold
15,000
– – 0.03% 216
2015
Q1 		$112K Hold
15,000
– – 0.03% 221
2014
Q4 		$86K Buy
+15,000
New +$82.1K 0.02% 279
2013
Q4 		$2.04M Sell
368,900
-260
-0.1% -$1.42K 0.17% 189
2013
Q3 		$2.1M Buy
369,160
+100,000
+37% +$572K 0.16% 203
2013
Q2 		$1.59M Buy
+269,160
New +$1.65M 0.13% 257

Other funds holding EXLS

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
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
LI
LMCG Investments Boston, Massachusetts $1.68B AUM 39.32% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Rational Advisors's EXLS Position: Q3 2015 in Review

Rational Advisors held its EXL Service (EXLS) position steady in Q3 2015 at 15,000 shares worth $111K. The position accounts for 0.04% of the portfolio, ranked #205.

Rational Advisors first reported a position in EXLS in Q2 2013 and has held it in 7 quarters since. The position peaked at $2.1M in Q3 2013. 137 funds tracked by Wall St. Rank hold EXLS as of Q3 2015.

  • Rational Advisors held 15,000 shares of EXL Service worth $111K as of Q3 2015.
  • Rational Advisors left its EXL Service share count unchanged in Q3 2015.
  • EXL Service made up 0.04% of Rational Advisors's portfolio in Q3 2015, its #205 holding.
  • Rational Advisors first reported a position in EXL Service in Q2 2013 and has held it in 7 quarters since.
  • Rational Advisors's EXL Service position peaked at $2.1M in Q3 2013.
  • 137 funds tracked by Wall St. Rank held EXL Service as of Q3 2015.

Based on Rational Advisors's 13F filing for Q3 2015, filed 4 Nov 2015.