Clear Perspective Advisors’s Amdocs DOX Stock Holding History

Clear Perspective 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
2018 Q3	–	Sell	-244	Closed	-$16K	–	212
2018 Q2	$16K	Hold	244	–	–	0.01%	327
2018 Q1	$16K	Hold	244	–	–	0.01%	321
2017 Q4	$16K	Hold	244	–	–	0.01%	306
2017 Q3	$16K	Buy	+244	New	+$15.8K	0.01%	308

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

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

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

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

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

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

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

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

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

Clear Perspective Advisors's DOX Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Amdocs (DOX) in Q3 2018, closing a stake of 244 shares — an estimated $16K sold.

Clear Perspective Advisors first reported a position in DOX in Q3 2017 and held it in 4 quarters. The position peaked at $16K in Q2 2018. 373 funds tracked by Wall St. Rank hold DOX as of Q3 2018.

Clear Perspective Advisors reported no remaining Amdocs position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 244 Amdocs shares in Q3 2018, an estimated $16K.
Clear Perspective Advisors first reported a position in Amdocs in Q3 2017 and held it in 4 quarters.
Clear Perspective Advisors's Amdocs position peaked at $16K in Q2 2018.
373 funds tracked by Wall St. Rank held Amdocs as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.