Hefty Wealth Partners’s Amdocs DOX Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$3K	Hold	40	–	–	﹤0.01%	222
2017 Q4	$3K	Hold	40	–	–	﹤0.01%	226
2017 Q3	$3K	Hold	40	–	–	﹤0.01%	222
2017 Q2	$2K	Hold	40	–	–	﹤0.01%	219
2017 Q1	$2K	Hold	40	–	–	﹤0.01%	226
2016 Q4	$2K	Hold	40	–	–	﹤0.01%	220
2016 Q3	$2K	Hold	40	–	–	﹤0.01%	223
2016 Q2	$2K	Hold	40	–	–	﹤0.01%	195
2016 Q1	$2K	Buy	+40	New	+$2.24K	﹤0.01%	204

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

Hefty Wealth Partners's DOX Position: Q1 2018 in Review

Hefty Wealth Partners held its Amdocs (DOX) position steady in Q1 2018 at 40 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #222.

Hefty Wealth Partners first reported a position in DOX in Q1 2016 and has held it in 9 quarters since. 391 funds tracked by Wall St. Rank hold DOX as of Q1 2018.

Hefty Wealth Partners held 40 shares of Amdocs worth $3K as of Q1 2018.
Hefty Wealth Partners left its Amdocs share count unchanged in Q1 2018.
Amdocs made up ﹤0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #222 holding.
Hefty Wealth Partners first reported a position in Amdocs in Q1 2016 and has held it in 9 quarters since.
391 funds tracked by Wall St. Rank held Amdocs as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.