Rowland Carmichael Advisors’s Amdocs DOX Stock Holding History

Rowland Carmichael 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
2020 Q2	–	Sell	-3,800	Closed	-$209K	–	350
2020 Q1	$209K	Hold	3,800	–	–	0.11%	227
2019 Q4	$274K	Hold	3,800	–	–	0.09%	244
2019 Q3	$251K	Hold	3,800	–	–	0.09%	244
2019 Q2	$236K	Hold	3,800	–	–	0.08%	239
2019 Q1	$206K	Hold	3,800	–	–	0.08%	250
2018 Q4	$223K	Sell	3,800 -1,100	-22%	-$69K	0.1%	207
2018 Q3	$323K	Hold	4,900	–	–	0.13%	188
2018 Q2	$324K	Hold	4,900	–	–	0.14%	184
2018 Q1	$327K	Hold	4,900	–	–	0.18%	164
2017 Q4	$321K	Hold	4,900	–	–	0.17%	172
2017 Q3	$315K	Hold	4,900	–	–	0.17%	165
2017 Q2	$316K	Hold	4,900	–	–	0.18%	161
2017 Q1	$299K	Hold	4,900	–	–	0.18%	157
2016 Q4	$285K	Hold	4,900	–	–	0.17%	169
2016 Q3	$283K	Hold	4,900	–	–	0.18%	167
2016 Q2	$283K	Buy	+4,900	New	+$281K	0.18%	162

Other funds holding DOX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Rowland Carmichael Advisors's DOX Position: Q2 2020 in Review

Rowland Carmichael Advisors sold out of Amdocs (DOX) in Q2 2020, closing a stake of 3,800 shares — an estimated $209K sold.

Rowland Carmichael Advisors first reported a position in DOX in Q2 2016 and held it in 16 quarters. The position peaked at $327K in Q1 2018. 407 funds tracked by Wall St. Rank hold DOX as of Q2 2020.

Rowland Carmichael Advisors reported no remaining Amdocs position as of Q2 2020 after selling out during the quarter.
Rowland Carmichael Advisors sold 3,800 Amdocs shares in Q2 2020, an estimated $209K.
Rowland Carmichael Advisors first reported a position in Amdocs in Q2 2016 and held it in 16 quarters.
Rowland Carmichael Advisors's Amdocs position peaked at $327K in Q1 2018.
407 funds tracked by Wall St. Rank held Amdocs as of Q2 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q2 2020, filed 4 Aug 2020.