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Ladenburg Thalmann Financial Services’s Amdocs DOX Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$573K Sell
7,868
-343
-4% -$23.4K ﹤0.01% 1698
2019
Q3 		$543K Buy
8,211
+727
+10% +$46.7K ﹤0.01% 1698
2019
Q2 		$465K Buy
7,484
+65
+0.9% +$3.75K ﹤0.01% 1810
2019
Q1 		$401K Buy
7,419
+455
+7% +$25.6K ﹤0.01% 1858
2018
Q4 		$411K Buy
6,964
+4,397
+171% +$276K ﹤0.01% 1683
2018
Q3 		$170K Sell
2,567
-534
-17% -$35.3K ﹤0.01% 2434
2018
Q2 		$207K Hold
3,101
– – ﹤0.01% 2207
2018
Q1 		$207K Buy
3,101
+609
+24% +$41K ﹤0.01% 2207
2017
Q4 		$164K Buy
2,492
+473
+23% +$30.7K ﹤0.01% 2352
2017
Q3 		$131K Sell
2,019
-146
-7% -$9.43K ﹤0.01% 2422
2017
Q2 		$140K Buy
2,165
+225
+12% +$14.2K ﹤0.01% 2286
2017
Q1 		$118K Sell
1,940
-175
-8% -$10.5K ﹤0.01% 2283
2016
Q4 		$123K Sell
2,115
-349
-14% -$20.6K ﹤0.01% 2157
2016
Q3 		$143K Sell
2,464
-635
-20% -$37.4K ﹤0.01% 1986
2016
Q2 		$179K Buy
3,099
+103
+3% +$5.91K ﹤0.01% 1754
2016
Q1 		$180K Buy
2,996
+411
+16% +$23K ﹤0.01% 1681
2015
Q4 		$140K Sell
2,585
-115
-4% -$6.59K ﹤0.01% 1822
2015
Q3 		$154K Buy
2,700
+461
+21% +$26.4K ﹤0.01% 1679
2015
Q2 		$122K Sell
2,239
-217
-9% -$11.9K ﹤0.01% 1956
2015
Q1 		$133K Buy
2,456
+558
+29% +$28.1K ﹤0.01% 1873
2014
Q4 		$91K Buy
1,898
+570
+43% +$26.7K ﹤0.01% 1952
2014
Q3 		$61K Sell
1,328
-67
-5% -$3.14K ﹤0.01% 1902
2014
Q2 		$65K Buy
1,395
+238
+21% +$11.2K ﹤0.01% 1878
2014
Q1 		$54K Buy
1,157
+540
+88% +$23.6K ﹤0.01% 1903
2013
Q4 		$25K Buy
617
+69
+13% +$2.71K ﹤0.01% 2388
2013
Q3 		$21K Buy
548
+13
+2% +$491 ﹤0.01% 2407
2013
Q2 		$20K Buy
+535
New +$19.1K ﹤0.01% 2334

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Ladenburg Thalmann Financial Services's DOX Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Amdocs (DOX) stake by 4.2% in Q4 2019, selling an estimated $23.4K and leaving 7,868 shares worth $573K. The position accounts for ﹤0.01% of the portfolio, ranked #1698.

Ladenburg Thalmann Financial Services first reported a position in DOX in Q2 2013 and has held it in 27 quarters since. 406 funds tracked by Wall St. Rank hold DOX as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 7,868 shares of Amdocs worth $573K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 343 Amdocs shares in Q4 2019, an estimated $23.4K.
  • Amdocs made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1698 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Amdocs in Q2 2013 and has held it in 27 quarters since.
  • 406 funds tracked by Wall St. Rank held Amdocs as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.