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Holistic Financial Partners’s Amdocs DOX Stock Holding History

Holistic Financial 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
Q2 		– Sell
-52
Closed -$3K – 119
2018
Q1 		$3K Hold
52
– – ﹤0.01% 403
2017
Q4 		$3K Buy
+52
New +$3.38K ﹤0.01% 410

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Holistic Financial Partners's DOX Position: Q2 2018 in Review

Holistic Financial Partners sold out of Amdocs (DOX) in Q2 2018, closing a stake of 52 shares — an estimated $3K sold.

Holistic Financial Partners first reported a position in DOX in Q4 2017 and held it in 2 quarters. The position peaked at $3K in Q1 2018. 396 funds tracked by Wall St. Rank hold DOX as of Q2 2018.

  • Holistic Financial Partners reported no remaining Amdocs position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 52 Amdocs shares in Q2 2018, an estimated $3K.
  • Holistic Financial Partners first reported a position in Amdocs in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Amdocs position peaked at $3K in Q1 2018.
  • 396 funds tracked by Wall St. Rank held Amdocs as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.