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Gupta Wealth Management’s Amdocs DOX Stock Holding History

Gupta 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
Q1 		$39K Hold
642
– – 0.01% 481
2015
Q4 		$35K Hold
642
– – 0.01% 504
2015
Q3 		$37K Hold
642
– – 0.01% 512
2015
Q2 		$35K Hold
642
– – 0.01% 554
2015
Q1 		$35K Buy
+642
New +$32.4K 0.01% 464

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
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Gupta Wealth Management's DOX Position: Q1 2016 in Review

Gupta Wealth Management held its Amdocs (DOX) position steady in Q1 2016 at 642 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #481.

Gupta Wealth Management first reported a position in DOX in Q1 2015 and has held it in 5 quarters since. 353 funds tracked by Wall St. Rank hold DOX as of Q1 2016.

  • Gupta Wealth Management held 642 shares of Amdocs worth $39K as of Q1 2016.
  • Gupta Wealth Management left its Amdocs share count unchanged in Q1 2016.
  • Amdocs made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #481 holding.
  • Gupta Wealth Management first reported a position in Amdocs in Q1 2015 and has held it in 5 quarters since.
  • 353 funds tracked by Wall St. Rank held Amdocs as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.