Mosaic Family Wealth’s Amdocs DOX Stock Holding History

Mosaic Family Wealth’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 Q4	–	Sell	-16	Closed	-$1K	–	736
2017 Q3	$1K	Buy	+16	New	+$1.03K	﹤0.01%	870

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

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

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Mosaic Family Wealth's DOX Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Amdocs (DOX) in Q4 2017, closing a stake of 16 shares — an estimated $1K sold.

Mosaic Family Wealth first reported a position in DOX in Q3 2017 and held it in 1 quarter. The position peaked at $1K in Q3 2017. 387 funds tracked by Wall St. Rank hold DOX as of Q4 2017.

Mosaic Family Wealth reported no remaining Amdocs position as of Q4 2017 after selling out during the quarter.
Mosaic Family Wealth sold 16 Amdocs shares in Q4 2017, an estimated $1K.
Mosaic Family Wealth first reported a position in Amdocs in Q3 2017 and held it in 1 quarter.
Mosaic Family Wealth's Amdocs position peaked at $1K in Q3 2017.
387 funds tracked by Wall St. Rank held Amdocs as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.