TrueWealth LLC’s EXL Service EXLS Stock Holding History

TrueWealth LLC’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 Q1	–	Sell	-575	Closed	-$7K	–	833
2017 Q4	$7K	Buy	+575	New	+$7.02K	﹤0.01%	579

Other funds holding EXLS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

TrueWealth LLC's EXLS Position: Q1 2018 in Review

TrueWealth LLC sold out of EXL Service (EXLS) in Q1 2018, closing a stake of 575 shares — an estimated $7K sold.

TrueWealth LLC first reported a position in EXLS in Q4 2017 and held it in 1 quarter. The position peaked at $7K in Q4 2017. 206 funds tracked by Wall St. Rank hold EXLS as of Q1 2018.

TrueWealth LLC reported no remaining EXL Service position as of Q1 2018 after selling out during the quarter.
TrueWealth LLC sold 575 EXL Service shares in Q1 2018, an estimated $7K.
TrueWealth LLC first reported a position in EXL Service in Q4 2017 and held it in 1 quarter.
TrueWealth LLC's EXL Service position peaked at $7K in Q4 2017.
206 funds tracked by Wall St. Rank held EXL Service as of Q1 2018.

Based on TrueWealth LLC's 13F filing for Q1 2018, filed 30 Apr 2018.