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Assured Investment Management’s Amdocs DOX Stock Holding History

Assured Investment 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
2019
Q2 		– Sell
-209
Closed -$11K – 259
2019
Q1 		$11K Buy
+209
New +$11.7K ﹤0.01% 1043
2018
Q4 		– Sell
-757
Closed -$50K – 1172
2018
Q3 		$50K Buy
+757
New +$50.1K ﹤0.01% 1091
2018
Q2 		– Sell
-13,106
Closed -$874K – 1199
2018
Q1 		$874K Sell
13,106
-20,302
-61% -$1.37M 0.02% 583
2017
Q4 		$2.19M Buy
33,408
+16,701
+100% +$1.08M 0.04% 354
2017
Q3 		$1.07M Buy
16,707
+7,998
+92% +$516K 0.02% 421
2017
Q2 		$561K Sell
8,709
-5,934
-41% -$375K 0.01% 461
2017
Q1 		$893K Sell
14,643
-6,825
-32% -$410K 0.02% 324
2016
Q4 		$1.25M Buy
21,468
+11,717
+120% +$691K 0.02% 273
2016
Q3 		$564K Sell
9,751
-10,415
-52% -$613K 0.01% 411
2016
Q2 		$1.16M Buy
20,166
+16,772
+494% +$962K 0.03% 239
2016
Q1 		$205K Sell
3,394
-4,337
-56% -$243K ﹤0.01% 483
2015
Q4 		$422K Sell
7,731
-317
-4% -$18.2K 0.01% 339
2015
Q3 		$458K Buy
8,048
+7,073
+725% +$405K 0.01% 374
2015
Q2 		$53K Sell
975
-3,477
-78% -$191K ﹤0.01% 602
2015
Q1 		$242K Buy
+4,452
New +$225K ﹤0.01% 397

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Assured Investment Management's DOX Position: Q2 2019 in Review

Assured Investment Management sold out of Amdocs (DOX) in Q2 2019, closing a stake of 209 shares — an estimated $11K sold.

Assured Investment Management first reported a position in DOX in Q1 2015 and held it in 15 quarters. The position peaked at $2.19M in Q4 2017. 369 funds tracked by Wall St. Rank hold DOX as of Q2 2019.

  • Assured Investment Management reported no remaining Amdocs position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 209 Amdocs shares in Q2 2019, an estimated $11K.
  • Assured Investment Management first reported a position in Amdocs in Q1 2015 and held it in 15 quarters.
  • Assured Investment Management's Amdocs position peaked at $2.19M in Q4 2017.
  • 369 funds tracked by Wall St. Rank held Amdocs as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.