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Stratos Wealth Partners’s EXL Service EXLS Stock Holding History

Stratos 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
2018
Q4 		– Sell
-420
Closed -$6K – 1339
2018
Q3 		$6K Buy
+420
New +$5.2K ﹤0.01% 2379
2018
Q2 		– Sell
-9,135
Closed -$102K – 1474
2018
Q1 		$102K Buy
9,135
+610
+7% +$7.28K ﹤0.01% 1188
2017
Q4 		$103K Buy
+8,525
New +$104K ﹤0.01% 1174

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

Stratos Wealth Partners's EXLS Position: Q4 2018 in Review

Stratos Wealth Partners sold out of EXL Service (EXLS) in Q4 2018, closing a stake of 420 shares — an estimated $6K sold.

Stratos Wealth Partners first reported a position in EXLS in Q4 2017 and held it in 3 quarters. The position peaked at $103K in Q4 2017. 197 funds tracked by Wall St. Rank hold EXLS as of Q4 2018.

  • Stratos Wealth Partners reported no remaining EXL Service position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 420 EXL Service shares in Q4 2018, an estimated $6K.
  • Stratos Wealth Partners first reported a position in EXL Service in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's EXL Service position peaked at $103K in Q4 2017.
  • 197 funds tracked by Wall St. Rank held EXL Service as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.