First Allied Advisory Services’s Amdocs DOX Stock Holding History

First Allied Advisory Services’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
2020 Q3	–	Sell	-3,358	Closed	-$204K	–	1189
2020 Q2	$204K	Sell	3,358 -640	-16%	-$39.5K	0.01%	998
2020 Q1	$220K	Buy	3,998 +227	+6%	+$15.2K	0.01%	899
2019 Q4	$275K	Buy	3,771 +21	+0.6%	+$1.43K	0.01%	970
2019 Q3	$247K	Sell	3,750 -128	-3%	-$8.23K	0.01%	996
2019 Q2	$241K	Sell	3,878 -181	-4%	-$10.5K	0.01%	999
2019 Q1	$216K	Buy	+4,059	New	+$228K	0.01%	1024
2017 Q3	–	Sell	-6,840	Closed	-$440K	–	1138
2017 Q2	$440K	Sell	6,840 -518	-7%	-$32.7K	0.02%	664
2017 Q1	$442K	Sell	7,358 -218	-3%	-$13.1K	0.02%	636
2016 Q4	$441K	Buy	+7,576	New	+$447K	0.02%	628
2016 Q3	–	Sell	-9,447	Closed	-$548K	–	1049
2016 Q2	$548K	Buy	9,447 +86	+0.9%	+$4.93K	0.03%	519
2016 Q1	$569K	Sell	9,361 -870	-9%	-$48.7K	0.03%	509
2015 Q4	$559K	Sell	10,231 -773	-7%	-$44.3K	0.03%	538
2015 Q3	$632K	Sell	11,004 -581	-5%	-$33.2K	0.03%	491
2015 Q2	$634K	Buy	11,585 +374	+3%	+$20.6K	0.03%	531
2015 Q1	$615K	Buy	11,211 +2,637	+31%	+$133K	0.04%	499
2014 Q4	$404K	Buy	8,574 +769	+10%	+$36K	0.03%	605
2014 Q3	$363K	Buy	+7,805	New	+$365K	0.03%	646

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Allied Advisory Services's DOX Position: Q3 2020 in Review

First Allied Advisory Services sold out of Amdocs (DOX) in Q3 2020, closing a stake of 3,358 shares — an estimated $204K sold.

First Allied Advisory Services first reported a position in DOX in Q3 2014 and held it in 17 quarters. The position peaked at $634K in Q2 2015. 396 funds tracked by Wall St. Rank hold DOX as of Q3 2020.

First Allied Advisory Services reported no remaining Amdocs position as of Q3 2020 after selling out during the quarter.
First Allied Advisory Services sold 3,358 Amdocs shares in Q3 2020, an estimated $204K.
First Allied Advisory Services first reported a position in Amdocs in Q3 2014 and held it in 17 quarters.
First Allied Advisory Services's Amdocs position peaked at $634K in Q2 2015.
396 funds tracked by Wall St. Rank held Amdocs as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.