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Placemark Investments’s Amdocs DOX Stock Holding History

Placemark Investments’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
Q4 		$3M Sell
64,282
-3,795
-6% -$178K 0.05% 436
2014
Q3 		$3.12M Sell
68,077
-5,721
-8% -$268K 0.06% 397
2014
Q2 		$3.42M Buy
73,798
+3,612
+5% +$170K 0.06% 373
2014
Q1 		$3.26M Sell
70,186
-30,755
-30% -$1.34M 0.06% 373
2013
Q4 		$4.16M Buy
100,941
+92,064
+1,037% +$3.62M 0.07% 334
2013
Q3 		$325K Buy
+8,877
New +$335K 0.01% 1287

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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Placemark Investments's DOX Position: Q4 2014 in Review

Placemark Investments reduced its Amdocs (DOX) stake by 5.6% in Q4 2014, selling an estimated $178K and leaving 64,282 shares worth $3M. The position accounts for 0.05% of the portfolio, ranked #436.

Placemark Investments first reported a position in DOX in Q3 2013 and has held it in 6 quarters since. The position peaked at $4.16M in Q4 2013. 318 funds tracked by Wall St. Rank hold DOX as of Q4 2014.

  • Placemark Investments held 64,282 shares of Amdocs worth $3M as of Q4 2014.
  • Placemark Investments sold 3,795 Amdocs shares in Q4 2014, an estimated $178K.
  • Amdocs made up 0.05% of Placemark Investments's portfolio in Q4 2014, its #436 holding.
  • Placemark Investments first reported a position in Amdocs in Q3 2013 and has held it in 6 quarters since.
  • Placemark Investments's Amdocs position peaked at $4.16M in Q4 2013.
  • 318 funds tracked by Wall St. Rank held Amdocs as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.