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FineMark National Bank & Trust’s Amdocs DOX Stock Holding History

FineMark National Bank & Trust’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
Q1 		– Sell
-1,369
Closed -$80K – 538
2016
Q4 		$80K Sell
1,369
-3
-0.2% -$177 0.01% 527
2016
Q3 		$80K Sell
1,372
-21
-2% -$1.24K 0.01% 510
2016
Q2 		$81K Hold
1,393
– – 0.01% 490
2016
Q1 		$84K Sell
1,393
-579
-29% -$32.4K 0.01% 454
2015
Q4 		$108K Buy
1,972
+161
+9% +$9.23K 0.01% 429
2015
Q3 		$103K Sell
1,811
-100
-5% -$5.72K 0.01% 448
2015
Q2 		$105K Hold
1,911
– – 0.01% 476
2015
Q1 		$104K Buy
1,911
+19
+1% +$958 0.01% 479
2014
Q4 		$88K Sell
1,892
-380
-17% -$17.8K 0.01% 513
2014
Q3 		$104K Hold
2,272
– – 0.02% 468
2014
Q2 		$106K Buy
2,272
+131
+6% +$6.17K 0.02% 455
2014
Q1 		$100K Buy
2,141
+392
+22% +$17.1K 0.02% 454
2013
Q4 		$72K Buy
+1,749
New +$68.8K 0.01% 500

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 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
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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

FineMark National Bank & Trust's DOX Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Amdocs (DOX) in Q1 2017, closing a stake of 1,369 shares — an estimated $80K sold.

FineMark National Bank & Trust first reported a position in DOX in Q4 2013 and held it in 13 quarters. The position peaked at $108K in Q4 2015. 359 funds tracked by Wall St. Rank hold DOX as of Q1 2017.

  • FineMark National Bank & Trust reported no remaining Amdocs position as of Q1 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 1,369 Amdocs shares in Q1 2017, an estimated $80K.
  • FineMark National Bank & Trust first reported a position in Amdocs in Q4 2013 and held it in 13 quarters.
  • FineMark National Bank & Trust's Amdocs position peaked at $108K in Q4 2015.
  • 359 funds tracked by Wall St. Rank held Amdocs as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.