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 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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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