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Wealthspire Advisors (Maryland)’s EXL Service EXLS Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-2,050
Closed -$25K – 955
2019
Q1 		$25K Sell
2,050
-220
-10% -$2.58K ﹤0.01% 1186
2018
Q4 		$24K Sell
2,270
-25
-1% -$290 ﹤0.01% 1129
2018
Q3 		$30K Buy
2,295
+110
+5% +$1.36K ﹤0.01% 1146
2018
Q2 		$25K Buy
2,185
+1,860
+572% +$21.2K ﹤0.01% 1224
2018
Q1 		$4K Sell
325
-1,655
-84% -$19.7K ﹤0.01% 1900
2017
Q4 		$24K Buy
1,980
+160
+9% +$1.95K ﹤0.01% 1267
2017
Q3 		$21K Sell
1,820
-60
-3% -$672 ﹤0.01% 1286
2017
Q2 		$21K Buy
1,880
+655
+53% +$6.61K ﹤0.01% 1253
2017
Q1 		$12K Hold
1,225
– – ﹤0.01% 1263
2016
Q4 		$12K Sell
1,225
-600
-33% -$5.74K ﹤0.01% 1158
2016
Q3 		$18K Buy
1,825
+650
+55% +$6.61K ﹤0.01% 1085
2016
Q2 		$12K Buy
+1,175
New +$11.9K ﹤0.01% 1159

Other funds holding EXLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EXLS Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of EXL Service (EXLS) in Q2 2019, closing a stake of 2,050 shares — an estimated $25K sold.

Wealthspire Advisors (Maryland) first reported a position in EXLS in Q2 2016 and held it in 12 quarters. The position peaked at $30K in Q3 2018. 204 funds tracked by Wall St. Rank hold EXLS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining EXL Service position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,050 EXL Service shares in Q2 2019, an estimated $25K.
  • Wealthspire Advisors (Maryland) first reported a position in EXL Service in Q2 2016 and held it in 12 quarters.
  • Wealthspire Advisors (Maryland)'s EXL Service position peaked at $30K in Q3 2018.
  • 204 funds tracked by Wall St. Rank held EXL Service as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.