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EXLS icon

UBS’s EXL Service EXLS Stock Holding History

UBS’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
2014
Q3 		$111K Buy
22,805
+9,950
+77% +$55.3K ﹤0.01% 5868
2014
Q2 		$76K Sell
12,855
-52,375
-80% -$303K ﹤0.01% 6293
2014
Q1 		$403K Sell
65,230
-2,605
-4% -$14.4K ﹤0.01% 4478
2013
Q4 		$375K Buy
+67,835
New +$372K ﹤0.01% 4613

Other funds holding EXLS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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 $1.87B AUM 50.61% 1-Year Est. Return
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University Redwood City, California $849M AUM 55.45% 1-Year Est. Return

UBS's EXLS Position: Q3 2014 in Review

UBS increased its EXL Service (EXLS) stake by 77% in Q3 2014, buying an estimated $55.3K and bringing the position to 22,805 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #5868.

UBS first reported a position in EXLS in Q4 2013 and has held it in 4 quarters since. The position peaked at $403K in Q1 2014. 132 funds tracked by Wall St. Rank hold EXLS as of Q3 2014.

  • UBS held 22,805 shares of EXL Service worth $111K as of Q3 2014.
  • UBS bought 9,950 EXL Service shares in Q3 2014, an estimated $55.3K.
  • EXL Service made up ﹤0.01% of UBS's portfolio in Q3 2014, its #5868 holding.
  • UBS first reported a position in EXL Service in Q4 2013 and has held it in 4 quarters since.
  • UBS's EXL Service position peaked at $403K in Q1 2014.
  • 132 funds tracked by Wall St. Rank held EXL Service as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.