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Sheaff Brock Investment Advisors’s Amdocs DOX Stock Holding History

Sheaff Brock Investment 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
Q4 		– Sell
-4,433
Closed -$256K – 621
2016
Q3 		$256K Sell
4,433
-790
-15% -$46.5K 0.03% 404
2016
Q2 		$301K Sell
5,223
-190
-4% -$10.9K 0.04% 370
2016
Q1 		$327K Buy
+5,413
New +$303K 0.04% 362

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Sheaff Brock Investment Advisors's DOX Position: Q4 2016 in Review

Sheaff Brock Investment Advisors sold out of Amdocs (DOX) in Q4 2016, closing a stake of 4,433 shares — an estimated $256K sold.

Sheaff Brock Investment Advisors first reported a position in DOX in Q1 2016 and held it in 3 quarters. The position peaked at $327K in Q1 2016. 352 funds tracked by Wall St. Rank hold DOX as of Q4 2016.

  • Sheaff Brock Investment Advisors reported no remaining Amdocs position as of Q4 2016 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 4,433 Amdocs shares in Q4 2016, an estimated $256K.
  • Sheaff Brock Investment Advisors first reported a position in Amdocs in Q1 2016 and held it in 3 quarters.
  • Sheaff Brock Investment Advisors's Amdocs position peaked at $327K in Q1 2016.
  • 352 funds tracked by Wall St. Rank held Amdocs as of Q4 2016.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2016, filed 24 Jan 2017.