KJWM
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Kiley Juergens Wealth Management’s Amdocs DOX Stock Holding History

Kiley Juergens Wealth Management’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
Q4 		– Sell
-100
Closed -$6K – 196
2018
Q3 		$6K Hold
100
– – ﹤0.01% 512
2018
Q2 		$6K Buy
+100
New +$6.73K 0.01% 470
2018
Q1 		– Sell
-133
Closed -$8K – 218
2017
Q4 		$8K Buy
+133
New +$8.63K 0.01% 486

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Kiley Juergens Wealth Management's DOX Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Amdocs (DOX) in Q4 2018, closing a stake of 100 shares — an estimated $6K sold.

Kiley Juergens Wealth Management first reported a position in DOX in Q4 2017 and held it in 3 quarters. The position peaked at $8K in Q4 2017. 377 funds tracked by Wall St. Rank hold DOX as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Amdocs position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 100 Amdocs shares in Q4 2018, an estimated $6K.
  • Kiley Juergens Wealth Management first reported a position in Amdocs in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Amdocs position peaked at $8K in Q4 2017.
  • 377 funds tracked by Wall St. Rank held Amdocs as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.