Cypress Wealth Advisors’s Amdocs DOX Stock Holding History

Cypress Wealth 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
2017 Q2	–	Sell	-8,520	Closed	-$520K	–	114
2017 Q1	$520K	Buy	8,520 +313	+4%	+$18.8K	0.24%	95
2016 Q4	$478K	Hold	8,207	–	–	0.22%	94
2016 Q3	$475K	Hold	8,207	–	–	0.21%	100
2016 Q2	$474K	Hold	8,207	–	–	0.23%	97
2016 Q1	$496K	Hold	8,207	–	–	0.23%	94
2015 Q4	$448K	Sell	8,207 -144	-2%	-$8.26K	0.23%	99
2015 Q3	$475K	Sell	8,351 -748	-8%	-$42.8K	0.26%	92
2015 Q2	$497K	Buy	+9,099	New	+$500K	0.29%	88

Other funds holding DOX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return

Cypress Wealth Advisors's DOX Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of Amdocs (DOX) in Q2 2017, closing a stake of 8,520 shares — an estimated $520K sold.

Cypress Wealth Advisors first reported a position in DOX in Q2 2015 and held it in 8 quarters. The position peaked at $520K in Q1 2017. 359 funds tracked by Wall St. Rank hold DOX as of Q2 2017.

Cypress Wealth Advisors reported no remaining Amdocs position as of Q2 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 8,520 Amdocs shares in Q2 2017, an estimated $520K.
Cypress Wealth Advisors first reported a position in Amdocs in Q2 2015 and held it in 8 quarters.
Cypress Wealth Advisors's Amdocs position peaked at $520K in Q1 2017.
359 funds tracked by Wall St. Rank held Amdocs as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.