ZIM
EXLS icon

Zacks Investment Management’s EXL Service EXLS Stock Holding History

Zacks Investment Management’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
2016
Q3 		– Sell
-297,310
Closed -$3.12M – 675
2016
Q2 		$3.12M Sell
297,310
-2,250
-0.8% -$22.8K 0.1% 160
2016
Q1 		$3.1M Buy
299,560
+13,595
+5% +$125K 0.1% 157
2015
Q4 		$2.57M Buy
+285,965
New +$2.5M 0.08% 169
2015
Q3 		– Sell
-84,120
Closed -$582K – 611
2015
Q2 		$582K Buy
+84,120
New +$585K 0.02% 411

Other funds holding EXLS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Zacks Investment Management's EXLS Position: Q3 2016 in Review

Zacks Investment Management sold out of EXL Service (EXLS) in Q3 2016, closing a stake of 297,310 shares — an estimated $3.12M sold.

Zacks Investment Management first reported a position in EXLS in Q2 2015 and held it in 4 quarters. The position peaked at $3.12M in Q2 2016. 175 funds tracked by Wall St. Rank hold EXLS as of Q3 2016.

  • Zacks Investment Management reported no remaining EXL Service position as of Q3 2016 after selling out during the quarter.
  • Zacks Investment Management sold 297,310 EXL Service shares in Q3 2016, an estimated $3.12M.
  • Zacks Investment Management first reported a position in EXL Service in Q2 2015 and held it in 4 quarters.
  • Zacks Investment Management's EXL Service position peaked at $3.12M in Q2 2016.
  • 175 funds tracked by Wall St. Rank held EXL Service as of Q3 2016.

Based on Zacks Investment Management's 13F filing for Q3 2016, filed 14 Nov 2016.