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Measured Wealth Private Client Group’s Amdocs DOX Stock Holding History

Measured Wealth Private Client Group’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
2018
Q4 		– Sell
-1,619
Closed -$106K – 257
2018
Q3 		$106K Buy
+1,619
New +$107K 0.06% 228

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Measured Wealth Private Client Group's DOX Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Amdocs (DOX) in Q4 2018, closing a stake of 1,619 shares — an estimated $106K sold.

Measured Wealth Private Client Group first reported a position in DOX in Q3 2018 and held it in 1 quarter. The position peaked at $106K in Q3 2018. 377 funds tracked by Wall St. Rank hold DOX as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Amdocs position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 1,619 Amdocs shares in Q4 2018, an estimated $106K.
  • Measured Wealth Private Client Group first reported a position in Amdocs in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Amdocs position peaked at $106K in Q3 2018.
  • 377 funds tracked by Wall St. Rank held Amdocs as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.