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Alpha Cubed Investments’s Amdocs DOX Stock Holding History

Alpha Cubed Investments’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
2015
Q1 		– Sell
-19,725
Closed -$920K – 174
2014
Q4 		$920K Sell
19,725
-925
-4% -$43.3K 0.36% 76
2014
Q3 		$947K Sell
20,650
-400
-2% -$18.7K 0.45% 72
2014
Q2 		$975K Sell
21,050
-700
-3% -$33K 0.43% 80
2014
Q1 		$1.01M Sell
21,750
-25,150
-54% -$1.1M 0.52% 67
2013
Q4 		$1.93M Buy
+46,900
New +$1.85M 0.69% 49

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

Alpha Cubed Investments's DOX Position: Q1 2015 in Review

Alpha Cubed Investments sold out of Amdocs (DOX) in Q1 2015, closing a stake of 19,725 shares — an estimated $920K sold.

Alpha Cubed Investments first reported a position in DOX in Q4 2013 and held it in 5 quarters. The position peaked at $1.93M in Q4 2013. 321 funds tracked by Wall St. Rank hold DOX as of Q1 2015.

  • Alpha Cubed Investments reported no remaining Amdocs position as of Q1 2015 after selling out during the quarter.
  • Alpha Cubed Investments sold 19,725 Amdocs shares in Q1 2015, an estimated $920K.
  • Alpha Cubed Investments first reported a position in Amdocs in Q4 2013 and held it in 5 quarters.
  • Alpha Cubed Investments's Amdocs position peaked at $1.93M in Q4 2013.
  • 321 funds tracked by Wall St. Rank held Amdocs as of Q1 2015.

Based on Alpha Cubed Investments's 13F filing for Q1 2015, filed 13 May 2015.