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Kanaly Trust’s Amdocs DOX Stock Holding History

Kanaly Trust’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 		$28K Hold
489
– – 0.01% 368
2016
Q3 		$28K Sell
489
-140
-22% -$8.25K 0.01% 363
2016
Q2 		$36K Sell
629
-299
-32% -$17.1K 0.01% 331
2016
Q1 		$56K Buy
928
+260
+39% +$14.6K 0.01% 271
2015
Q4 		$36K Buy
668
+318
+91% +$18.2K 0.01% 316
2015
Q3 		$20K Buy
350
+77
+28% +$4.41K ﹤0.01% 447
2015
Q2 		$15K Buy
273
+109
+66% +$5.99K ﹤0.01% 492
2015
Q1 		$9K Buy
164
+36
+28% +$1.82K ﹤0.01% 468
2014
Q4 		$6K Buy
128
+24
+23% +$1.12K ﹤0.01% 520
2014
Q3 		$5K Hold
104
– – ﹤0.01% 546
2014
Q2 		$5K Buy
104
+20
+24% +$942 ﹤0.01% 549
2014
Q1 		$4K Buy
+84
New +$3.67K ﹤0.01% 587

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Kanaly Trust's DOX Position: Q4 2016 in Review

Kanaly Trust held its Amdocs (DOX) position steady in Q4 2016 at 489 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #368.

Kanaly Trust first reported a position in DOX in Q1 2014 and has held it in 12 quarters since. The position peaked at $56K in Q1 2016. 352 funds tracked by Wall St. Rank hold DOX as of Q4 2016.

  • Kanaly Trust held 489 shares of Amdocs worth $28K as of Q4 2016.
  • Kanaly Trust left its Amdocs share count unchanged in Q4 2016.
  • Amdocs made up 0.01% of Kanaly Trust's portfolio in Q4 2016, its #368 holding.
  • Kanaly Trust first reported a position in Amdocs in Q1 2014 and has held it in 12 quarters since.
  • Kanaly Trust's Amdocs position peaked at $56K in Q1 2016.
  • 352 funds tracked by Wall St. Rank held Amdocs as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.