MWR
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McAdams Wright Ragen’s Amdocs DOX Stock Holding History

McAdams Wright Ragen’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
2014
Q3 		– Sell
-5,000
Closed -$231K – 427
2014
Q2 		$231K Hold
5,000
– – 0.01% 349
2014
Q1 		$232K Sell
5,000
-200
-4% -$8.74K 0.01% 328
2013
Q4 		$214K Buy
+5,200
New +$205K 0.01% 335

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

McAdams Wright Ragen's DOX Position: Q3 2014 in Review

McAdams Wright Ragen sold out of Amdocs (DOX) in Q3 2014, closing a stake of 5,000 shares — an estimated $231K sold.

McAdams Wright Ragen first reported a position in DOX in Q4 2013 and held it in 3 quarters. The position peaked at $232K in Q1 2014. 300 funds tracked by Wall St. Rank hold DOX as of Q3 2014.

  • McAdams Wright Ragen reported no remaining Amdocs position as of Q3 2014 after selling out during the quarter.
  • McAdams Wright Ragen sold 5,000 Amdocs shares in Q3 2014, an estimated $231K.
  • McAdams Wright Ragen first reported a position in Amdocs in Q4 2013 and held it in 3 quarters.
  • McAdams Wright Ragen's Amdocs position peaked at $232K in Q1 2014.
  • 300 funds tracked by Wall St. Rank held Amdocs as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.