FCH
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Freestone Capital Holdings’s Amdocs DOX Stock Holding History

Freestone Capital Holdings’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
2014
Q1 		– Sell
-14,627
Closed -$603K – 246
2013
Q4 		$603K Buy
+14,627
New +$575K 0.11% 172

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Freestone Capital Holdings's DOX Position: Q1 2014 in Review

Freestone Capital Holdings sold out of Amdocs (DOX) in Q1 2014, closing a stake of 14,627 shares — an estimated $603K sold.

Freestone Capital Holdings first reported a position in DOX in Q4 2013 and held it in 1 quarter. The position peaked at $603K in Q4 2013. 311 funds tracked by Wall St. Rank hold DOX as of Q1 2014.

  • Freestone Capital Holdings reported no remaining Amdocs position as of Q1 2014 after selling out during the quarter.
  • Freestone Capital Holdings sold 14,627 Amdocs shares in Q1 2014, an estimated $603K.
  • Freestone Capital Holdings first reported a position in Amdocs in Q4 2013 and held it in 1 quarter.
  • Freestone Capital Holdings's Amdocs position peaked at $603K in Q4 2013.
  • 311 funds tracked by Wall St. Rank held Amdocs as of Q1 2014.

Based on Freestone Capital Holdings's 13F filing for Q1 2014, filed 15 May 2014.