EWM
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Evercore Wealth Management’s Amdocs DOX Stock Holding History

Evercore Wealth 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
2016
Q4 		– Sell
-999
Closed -$58K – 1034
2016
Q3 		$58K Sell
999
-147
-13% -$8.66K ﹤0.01% 571
2016
Q2 		$66K Buy
1,146
+507
+79% +$29.1K ﹤0.01% 526
2016
Q1 		$39K Buy
639
+123
+24% +$6.89K ﹤0.01% 614
2015
Q4 		$28K Buy
+516
New +$29.6K ﹤0.01% 705
2015
Q2 		– Sell
-64
Closed -$3K – 1067
2015
Q1 		$3K Buy
+64
New +$3.23K ﹤0.01% 946
2014
Q3 		– Sell
-45
Closed -$2K – 945
2014
Q2 		$2K Buy
+45
New +$2.12K ﹤0.01% 973

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return