BWP
DOX icon

Baldwin Wealth Partners’s Amdocs DOX Stock Holding History

Baldwin Wealth Partners’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
Q1 		– Sell
-356
Closed -$21K – 503
2016
Q4 		$21K Hold
356
– – ﹤0.01% 362
2016
Q3 		$21K Buy
+356
New +$21K ﹤0.01% 376

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Baldwin Wealth Partners's DOX Position: Q1 2017 in Review

Baldwin Wealth Partners sold out of Amdocs (DOX) in Q1 2017, closing a stake of 356 shares — an estimated $21K sold.

Baldwin Wealth Partners first reported a position in DOX in Q3 2016 and held it in 2 quarters. The position peaked at $21K in Q4 2016. 359 funds tracked by Wall St. Rank hold DOX as of Q1 2017.

  • Baldwin Wealth Partners reported no remaining Amdocs position as of Q1 2017 after selling out during the quarter.
  • Baldwin Wealth Partners sold 356 Amdocs shares in Q1 2017, an estimated $21K.
  • Baldwin Wealth Partners first reported a position in Amdocs in Q3 2016 and held it in 2 quarters.
  • Baldwin Wealth Partners's Amdocs position peaked at $21K in Q4 2016.
  • 359 funds tracked by Wall St. Rank held Amdocs as of Q1 2017.

Based on Baldwin Wealth Partners's 13F filing for Q1 2017, filed 17 Apr 2017.