Brasada Capital Management’s Amdocs DOX Stock Holding History

Brasada 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
2018 Q1	–	Sell	-50	Closed	-$3K	–	268
2017 Q4	$3K	Buy	+50	New	+$3.25K	﹤0.01%	261

Other funds holding DOX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brasada Capital Management's DOX Position: Q1 2018 in Review

Brasada Capital Management sold out of Amdocs (DOX) in Q1 2018, closing a stake of 50 shares — an estimated $3K sold.

Brasada Capital Management first reported a position in DOX in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 390 funds tracked by Wall St. Rank hold DOX as of Q1 2018.

Brasada Capital Management reported no remaining Amdocs position as of Q1 2018 after selling out during the quarter.
Brasada Capital Management sold 50 Amdocs shares in Q1 2018, an estimated $3K.
Brasada Capital Management first reported a position in Amdocs in Q4 2017 and held it in 1 quarter.
Brasada Capital Management's Amdocs position peaked at $3K in Q4 2017.
390 funds tracked by Wall St. Rank held Amdocs as of Q1 2018.

Based on Brasada Capital Management's 13F filing for Q1 2018, filed 15 May 2018.