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AllSquare Wealth Management’s Amdocs DOX Stock Holding History

AllSquare Wealth Management’s Portfolio DOX Stock Details DOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-460
Closed -$28K – 211
2017
Q1 		$28K Buy
+460
New +$27.7K 0.02% 185

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Wells Fargo
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
O
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Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return

AllSquare Wealth Management's DOX Position: Q2 2017 in Review

AllSquare Wealth Management sold out of Amdocs (DOX) in Q2 2017, closing a stake of 460 shares — an estimated $28K sold.

AllSquare Wealth Management first reported a position in DOX in Q1 2017 and held it in 1 quarter. The position peaked at $28K in Q1 2017. 359 funds tracked by Wall St. Rank hold DOX as of Q2 2017.

  • AllSquare Wealth Management reported no remaining Amdocs position as of Q2 2017 after selling out during the quarter.
  • AllSquare Wealth Management sold 460 Amdocs shares in Q2 2017, an estimated $28K.
  • AllSquare Wealth Management first reported a position in Amdocs in Q1 2017 and held it in 1 quarter.
  • AllSquare Wealth Management's Amdocs position peaked at $28K in Q1 2017.
  • 359 funds tracked by Wall St. Rank held Amdocs as of Q2 2017.

Based on AllSquare Wealth Management's 13F filing for Q2 2017, filed 8 Aug 2017.