IPC
DOX icon

Independent Portfolio Consultants’s Amdocs DOX Stock Holding History

Independent Portfolio Consultants’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
2015
Q4 		– Sell
-220
Closed -$13K – 768
2015
Q3 		$13K Hold
220
– – ﹤0.01% 702
2015
Q2 		$12K Sell
220
-55
-20% -$3.02K ﹤0.01% 752
2015
Q1 		$15K Hold
275
– – ﹤0.01% 698
2014
Q4 		$13K Buy
+275
New +$12.9K ﹤0.01% 688

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Independent Portfolio Consultants's DOX Position: Q4 2015 in Review

Independent Portfolio Consultants sold out of Amdocs (DOX) in Q4 2015, closing a stake of 220 shares — an estimated $13K sold.

Independent Portfolio Consultants first reported a position in DOX in Q4 2014 and held it in 4 quarters. The position peaked at $15K in Q1 2015. 359 funds tracked by Wall St. Rank hold DOX as of Q4 2015.

  • Independent Portfolio Consultants reported no remaining Amdocs position as of Q4 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 220 Amdocs shares in Q4 2015, an estimated $13K.
  • Independent Portfolio Consultants first reported a position in Amdocs in Q4 2014 and held it in 4 quarters.
  • Independent Portfolio Consultants's Amdocs position peaked at $15K in Q1 2015.
  • 359 funds tracked by Wall St. Rank held Amdocs as of Q4 2015.

Based on Independent Portfolio Consultants's 13F filing for Q4 2015, filed 12 Jan 2016.