WA
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WFG Advisors’s EXL Service EXLS Stock Holding History

WFG Advisors’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
Q1 		– Sell
-1,300
Closed -$7K – 2051
2013
Q4 		$7K Hold
1,300
– – ﹤0.01% 1665
2013
Q3 		$7K Buy
+1,300
New +$7.44K ﹤0.01% 1630

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.68B AUM 39.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WFG Advisors's EXLS Position: Q1 2014 in Review

WFG Advisors sold out of EXL Service (EXLS) in Q1 2014, closing a stake of 1,300 shares — an estimated $7K sold.

WFG Advisors first reported a position in EXLS in Q3 2013 and held it in 2 quarters. The position peaked at $7K in Q4 2013. 123 funds tracked by Wall St. Rank hold EXLS as of Q1 2014.

  • WFG Advisors reported no remaining EXL Service position as of Q1 2014 after selling out during the quarter.
  • WFG Advisors sold 1,300 EXL Service shares in Q1 2014, an estimated $7K.
  • WFG Advisors first reported a position in EXL Service in Q3 2013 and held it in 2 quarters.
  • WFG Advisors's EXL Service position peaked at $7K in Q4 2013.
  • 123 funds tracked by Wall St. Rank held EXL Service as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.