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Lenox Wealth Advisors’s Amdocs DOX Stock Holding History

Lenox Wealth Advisors’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
Q1 		– Sell
-90
Closed -$5K – 296
2015
Q4 		$5K Hold
90
– – ﹤0.01% 220
2015
Q3 		$5K Hold
90
– – ﹤0.01% 251
2015
Q2 		$5K Hold
90
– – ﹤0.01% 206
2015
Q1 		$5K Hold
90
– – ﹤0.01% 233
2014
Q4 		$4K Buy
+90
New +$4.22K ﹤0.01% 262

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 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
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Lenox Wealth Advisors's DOX Position: Q1 2016 in Review

Lenox Wealth Advisors sold out of Amdocs (DOX) in Q1 2016, closing a stake of 90 shares — an estimated $5K sold.

Lenox Wealth Advisors first reported a position in DOX in Q4 2014 and held it in 5 quarters. The position peaked at $5K in Q4 2015. 353 funds tracked by Wall St. Rank hold DOX as of Q1 2016.

  • Lenox Wealth Advisors reported no remaining Amdocs position as of Q1 2016 after selling out during the quarter.
  • Lenox Wealth Advisors sold 90 Amdocs shares in Q1 2016, an estimated $5K.
  • Lenox Wealth Advisors first reported a position in Amdocs in Q4 2014 and held it in 5 quarters.
  • Lenox Wealth Advisors's Amdocs position peaked at $5K in Q4 2015.
  • 353 funds tracked by Wall St. Rank held Amdocs as of Q1 2016.

Based on Lenox Wealth Advisors's 13F filing for Q1 2016, filed 11 Apr 2016.