BA
DOX icon

Bristlecone Advisors’s Amdocs DOX Stock Holding History

Bristlecone Advisors’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
2019
Q1 		– Sell
-18,395
Closed -$1.08M – 103
2018
Q4 		$1.08M Sell
18,395
-7,700
-30% -$483K 0.32% 78
2018
Q3 		$1.72M Buy
26,095
+12,825
+97% +$848K 0.43% 69
2018
Q2 		$878K Sell
13,270
-3,405
-20% -$229K 0.29% 83
2018
Q1 		$1.11M Sell
16,675
-10,370
-38% -$698K 0.37% 69
2017
Q4 		$1.77M Sell
27,045
-150
-0.6% -$9.74K 0.56% 53
2017
Q3 		$1.75M Sell
27,195
-292
-1% -$18.9K 0.57% 52
2017
Q2 		$1.77M Buy
27,487
+1,767
+7% +$112K 0.6% 54
2017
Q1 		$1.57M Sell
25,720
-3,930
-13% -$236K 0.55% 55
2016
Q4 		$1.73M Sell
29,650
-1,577
-5% -$93K 0.62% 52
2016
Q3 		$1.81M Sell
31,227
-1,295
-4% -$76.3K 0.65% 50
2016
Q2 		$1.88M Sell
32,522
-835
-3% -$47.9K 0.69% 51
2016
Q1 		$2.02M Buy
33,357
+275
+0.8% +$15.4K 0.8% 39
2015
Q4 		$1.8M Buy
+33,082
New +$1.9M 0.76% 37

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Bristlecone Advisors's DOX Position: Q1 2019 in Review

Bristlecone Advisors sold out of Amdocs (DOX) in Q1 2019, closing a stake of 18,395 shares — an estimated $1.08M sold.

Bristlecone Advisors first reported a position in DOX in Q4 2015 and held it in 13 quarters. The position peaked at $2.02M in Q1 2016. 380 funds tracked by Wall St. Rank hold DOX as of Q1 2019.

  • Bristlecone Advisors reported no remaining Amdocs position as of Q1 2019 after selling out during the quarter.
  • Bristlecone Advisors sold 18,395 Amdocs shares in Q1 2019, an estimated $1.08M.
  • Bristlecone Advisors first reported a position in Amdocs in Q4 2015 and held it in 13 quarters.
  • Bristlecone Advisors's Amdocs position peaked at $2.02M in Q1 2016.
  • 380 funds tracked by Wall St. Rank held Amdocs as of Q1 2019.

Based on Bristlecone Advisors's 13F filing for Q1 2019, filed 23 Apr 2019.