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Polaris Wealth Advisory Group’s Amdocs DOX Stock Holding History

Polaris Wealth Advisory 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
2014
Q3 		– Sell
-45,115
Closed -$2.09M – 72
2014
Q2 		$2.09M Buy
+45,115
New +$2.12M 0.47% 46

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

Polaris Wealth Advisory Group's DOX Position: Q3 2014 in Review

Polaris Wealth Advisory Group sold out of Amdocs (DOX) in Q3 2014, closing a stake of 45,115 shares — an estimated $2.09M sold.

Polaris Wealth Advisory Group first reported a position in DOX in Q2 2014 and held it in 1 quarter. The position peaked at $2.09M in Q2 2014. 300 funds tracked by Wall St. Rank hold DOX as of Q3 2014.

  • Polaris Wealth Advisory Group reported no remaining Amdocs position as of Q3 2014 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 45,115 Amdocs shares in Q3 2014, an estimated $2.09M.
  • Polaris Wealth Advisory Group first reported a position in Amdocs in Q2 2014 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Amdocs position peaked at $2.09M in Q2 2014.
  • 300 funds tracked by Wall St. Rank held Amdocs as of Q3 2014.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2014, filed 30 Oct 2014.