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WealthTrust-Arizona’s EXL Service EXLS Stock Holding History

WealthTrust-Arizona’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 		$11K Hold
1,015
– – 0.01% 364
2018
Q3 		$13K Sell
1,015
-15
-1% -$186 0.01% 365
2018
Q2 		$12K Sell
1,030
-80
-7% -$912 0.01% 363
2018
Q1 		$12K Hold
1,110
– – 0.01% 368
2017
Q4 		$13K Hold
1,110
– – 0.01% 362
2017
Q3 		$13K Hold
1,110
– – 0.01% 352
2017
Q2 		$12K Hold
1,110
– – 0.01% 359
2017
Q1 		$11K Sell
1,110
-100
-8% -$938 0.01% 369
2016
Q4 		$12K Buy
+1,210
New +$11.6K 0.01% 339

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

WealthTrust-Arizona's EXLS Position: Q4 2018 in Review

WealthTrust-Arizona held its EXL Service (EXLS) position steady in Q4 2018 at 1,015 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #364.

WealthTrust-Arizona first reported a position in EXLS in Q4 2016 and has held it in 9 quarters since. The position peaked at $13K in Q3 2018. 197 funds tracked by Wall St. Rank hold EXLS as of Q4 2018.

  • WealthTrust-Arizona held 1,015 shares of EXL Service worth $11K as of Q4 2018.
  • WealthTrust-Arizona left its EXL Service share count unchanged in Q4 2018.
  • EXL Service made up 0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #364 holding.
  • WealthTrust-Arizona first reported a position in EXL Service in Q4 2016 and has held it in 9 quarters since.
  • WealthTrust-Arizona's EXL Service position peaked at $13K in Q3 2018.
  • 197 funds tracked by Wall St. Rank held EXL Service as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.