CWA
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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
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