Ropes Wealth Advisors’s Amdocs DOX Stock Holding History

Ropes Wealth 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
2016 Q1	–	Sell	-110	Closed	-$6K	–	474
2015 Q4	$6K	Buy	+110	New	+$6.31K	﹤0.01%	357

Other funds holding DOX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

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

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Ropes Wealth Advisors's DOX Position: Q1 2016 in Review

Ropes Wealth Advisors sold out of Amdocs (DOX) in Q1 2016, closing a stake of 110 shares — an estimated $6K sold.

Ropes Wealth Advisors first reported a position in DOX in Q4 2015 and held it in 1 quarter. The position peaked at $6K in Q4 2015. 353 funds tracked by Wall St. Rank hold DOX as of Q1 2016.

Ropes Wealth Advisors reported no remaining Amdocs position as of Q1 2016 after selling out during the quarter.
Ropes Wealth Advisors sold 110 Amdocs shares in Q1 2016, an estimated $6K.
Ropes Wealth Advisors first reported a position in Amdocs in Q4 2015 and held it in 1 quarter.
Ropes Wealth Advisors's Amdocs position peaked at $6K in Q4 2015.
353 funds tracked by Wall St. Rank held Amdocs as of Q1 2016.

Based on Ropes Wealth Advisors's 13F filing for Q1 2016, filed 12 May 2016.