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Integrated Wealth Management (Palm Desert)’s Amdocs DOX Stock Holding History

Integrated Wealth Management (Palm Desert)’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
Q4 		– Sell
-32
Closed -$2K – 417
2016
Q3 		$2K Hold
32
– – ﹤0.01% 1046
2016
Q2 		$2K Hold
32
– – ﹤0.01% 1058
2016
Q1 		$2K Hold
32
– – ﹤0.01% 985
2015
Q4 		$2K Hold
32
– – ﹤0.01% 1071
2015
Q3 		$2K Sell
32
-60
-65% -$3.43K ﹤0.01% 1088
2015
Q2 		$5K Buy
92
+29
+46% +$1.59K ﹤0.01% 956
2015
Q1 		$3K Buy
+63
New +$3.18K ﹤0.01% 1014

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 $113B AUM 38.87% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.69% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s DOX Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Amdocs (DOX) in Q4 2016, closing a stake of 32 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in DOX in Q1 2015 and held it in 7 quarters. The position peaked at $5K in Q2 2015. 352 funds tracked by Wall St. Rank hold DOX as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Amdocs position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 32 Amdocs shares in Q4 2016, an estimated $2K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Amdocs in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s Amdocs position peaked at $5K in Q2 2015.
  • 352 funds tracked by Wall St. Rank held Amdocs as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.