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Aviance Capital Management’s Amdocs DOX Stock Holding History

Aviance Capital 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
2016
Q4 		– Sell
-6,993
Closed -$405K – 223
2016
Q3 		$405K Sell
6,993
-16,536
-70% -$974K 0.01% 276
2016
Q2 		$1.36M Buy
23,529
+2,300
+11% +$132K 0.04% 174
2016
Q1 		$1.28M Buy
21,229
+2,754
+15% +$154K 0.04% 155
2015
Q4 		$1.01M Buy
18,475
+6,098
+49% +$350K 0.03% 170
2015
Q3 		$704K Buy
+12,377
New +$708K 0.02% 167

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Aviance Capital Management's DOX Position: Q4 2016 in Review

Aviance Capital Management sold out of Amdocs (DOX) in Q4 2016, closing a stake of 6,993 shares — an estimated $405K sold.

Aviance Capital Management first reported a position in DOX in Q3 2015 and held it in 5 quarters. The position peaked at $1.36M in Q2 2016. 352 funds tracked by Wall St. Rank hold DOX as of Q4 2016.

  • Aviance Capital Management reported no remaining Amdocs position as of Q4 2016 after selling out during the quarter.
  • Aviance Capital Management sold 6,993 Amdocs shares in Q4 2016, an estimated $405K.
  • Aviance Capital Management first reported a position in Amdocs in Q3 2015 and held it in 5 quarters.
  • Aviance Capital Management's Amdocs position peaked at $1.36M in Q2 2016.
  • 352 funds tracked by Wall St. Rank held Amdocs as of Q4 2016.

Based on Aviance Capital Management's 13F filing for Q4 2016, filed 14 Feb 2017.