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Bellwether Investment Group’s Amdocs DOX Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-170
Closed -$10K – 212
2017
Q1 		$10K Buy
170
+70
+70% +$4.21K 0.03% 483
2016
Q4 		$6K Buy
+100
New +$5.9K 0.01% 746
2016
Q2 		$6K Buy
+100
New +$5.73K 0.01% 471

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

Bellwether Investment Group's DOX Position: Q2 2017 in Review

Bellwether Investment Group sold out of Amdocs (DOX) in Q2 2017, closing a stake of 170 shares — an estimated $10K sold.

Bellwether Investment Group first reported a position in DOX in Q2 2016 and held it in 3 quarters. The position peaked at $10K in Q1 2017. 359 funds tracked by Wall St. Rank hold DOX as of Q2 2017.

  • Bellwether Investment Group reported no remaining Amdocs position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 170 Amdocs shares in Q2 2017, an estimated $10K.
  • Bellwether Investment Group first reported a position in Amdocs in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Amdocs position peaked at $10K in Q1 2017.
  • 359 funds tracked by Wall St. Rank held Amdocs as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.