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Mark Sheptoff Financial Planning’s Amdocs DOX Stock Holding History

Mark Sheptoff Financial Planning’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
2015
Q4 		– Sell
-54
Closed -$3K – 392
2015
Q3 		$3K Buy
+54
New +$3.09K ﹤0.01% 315

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Mark Sheptoff Financial Planning's DOX Position: Q4 2015 in Review

Mark Sheptoff Financial Planning sold out of Amdocs (DOX) in Q4 2015, closing a stake of 54 shares — an estimated $3K sold.

Mark Sheptoff Financial Planning first reported a position in DOX in Q3 2015 and held it in 1 quarter. The position peaked at $3K in Q3 2015. 359 funds tracked by Wall St. Rank hold DOX as of Q4 2015.

  • Mark Sheptoff Financial Planning reported no remaining Amdocs position as of Q4 2015 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 54 Amdocs shares in Q4 2015, an estimated $3K.
  • Mark Sheptoff Financial Planning first reported a position in Amdocs in Q3 2015 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Amdocs position peaked at $3K in Q3 2015.
  • 359 funds tracked by Wall St. Rank held Amdocs as of Q4 2015.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2015, filed 9 Feb 2016.