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Moneta Group Investment Advisors’s Amdocs DOX Stock Holding History

Moneta Group Investment 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
2018
Q2 		– Sell
-180
Closed -$12K – 449
2018
Q1 		$12K Hold
180
– – ﹤0.01% 445
2017
Q4 		$12K Buy
+180
New +$11.7K ﹤0.01% 332
2015
Q4 		– Sell
-336
Closed -$19K – 211
2015
Q3 		$19K Buy
+336
New +$19.2K 0.01% 331

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Moneta Group Investment Advisors's DOX Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of Amdocs (DOX) in Q2 2018, closing a stake of 180 shares — an estimated $12K sold.

Moneta Group Investment Advisors first reported a position in DOX in Q3 2015 and held it in 3 quarters. The position peaked at $19K in Q3 2015. 396 funds tracked by Wall St. Rank hold DOX as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining Amdocs position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 180 Amdocs shares in Q2 2018, an estimated $12K.
  • Moneta Group Investment Advisors first reported a position in Amdocs in Q3 2015 and held it in 3 quarters.
  • Moneta Group Investment Advisors's Amdocs position peaked at $19K in Q3 2015.
  • 396 funds tracked by Wall St. Rank held Amdocs as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.