Lenox Wealth Management’s Amdocs DOX Stock Holding History

Lenox 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
2017 Q3	–	Sell	-1,366	Closed	-$88K	–	486
2017 Q2	$88K	Buy	+1,366	New	+$86.2K	0.04%	158

Other funds holding DOX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

Lenox Wealth Management's DOX Position: Q3 2017 in Review

Lenox Wealth Management sold out of Amdocs (DOX) in Q3 2017, closing a stake of 1,366 shares — an estimated $88K sold.

Lenox Wealth Management first reported a position in DOX in Q2 2017 and held it in 1 quarter. The position peaked at $88K in Q2 2017. 346 funds tracked by Wall St. Rank hold DOX as of Q3 2017.

Lenox Wealth Management reported no remaining Amdocs position as of Q3 2017 after selling out during the quarter.
Lenox Wealth Management sold 1,366 Amdocs shares in Q3 2017, an estimated $88K.
Lenox Wealth Management first reported a position in Amdocs in Q2 2017 and held it in 1 quarter.
Lenox Wealth Management's Amdocs position peaked at $88K in Q2 2017.
346 funds tracked by Wall St. Rank held Amdocs as of Q3 2017.

Based on Lenox Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.