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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 $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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 $617B AUM 30.33% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 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 $315B AUM 27.84% 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 $13.3B AUM 29.38% 1-Year Est. Return

Evercore Wealth Management's DOX Position: Q4 2016 in Review

Evercore Wealth Management sold out of Amdocs (DOX) in Q4 2016, closing a stake of 999 shares — an estimated $58K sold.

Evercore Wealth Management first reported a position in DOX in Q2 2014 and held it in 6 quarters. The position peaked at $66K in Q2 2016. 352 funds tracked by Wall St. Rank hold DOX as of Q4 2016.

  • Evercore Wealth Management reported no remaining Amdocs position as of Q4 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 999 Amdocs shares in Q4 2016, an estimated $58K.
  • Evercore Wealth Management first reported a position in Amdocs in Q2 2014 and held it in 6 quarters.
  • Evercore Wealth Management's Amdocs position peaked at $66K in Q2 2016.
  • 352 funds tracked by Wall St. Rank held Amdocs as of Q4 2016.

Based on Evercore Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.