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Barrett Asset Management’s Amdocs DOX Stock Holding History

Barrett Asset 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
Q1 		– Sell
-230
Closed -$13K – 408
2015
Q4 		$13K Hold
230
– – ﹤0.01% 272
2015
Q3 		$13K Hold
230
– – ﹤0.01% 262
2015
Q2 		$13K Hold
230
– – ﹤0.01% 273
2015
Q1 		$13K Buy
+230
New +$11.6K ﹤0.01% 285

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
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Barrett Asset Management's DOX Position: Q1 2016 in Review

Barrett Asset Management sold out of Amdocs (DOX) in Q1 2016, closing a stake of 230 shares — an estimated $13K sold.

Barrett Asset Management first reported a position in DOX in Q1 2015 and held it in 4 quarters. The position peaked at $13K in Q4 2015. 353 funds tracked by Wall St. Rank hold DOX as of Q1 2016.

  • Barrett Asset Management reported no remaining Amdocs position as of Q1 2016 after selling out during the quarter.
  • Barrett Asset Management sold 230 Amdocs shares in Q1 2016, an estimated $13K.
  • Barrett Asset Management first reported a position in Amdocs in Q1 2015 and held it in 4 quarters.
  • Barrett Asset Management's Amdocs position peaked at $13K in Q4 2015.
  • 353 funds tracked by Wall St. Rank held Amdocs as of Q1 2016.

Based on Barrett Asset Management's 13F filing for Q1 2016, filed 27 Apr 2016.