Shepherd Kaplan Krochuk’s Amdocs DOX Stock Holding History

Shepherd Kaplan Krochuk’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 Q2	–	Sell	-5,924	Closed	-$275K	–	578
2014 Q1	$275K	Buy	+5,924	New	+$259K	0.03%	348

Other funds holding DOX

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

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Shepherd Kaplan Krochuk's DOX Position: Q2 2014 in Review

Shepherd Kaplan Krochuk sold out of Amdocs (DOX) in Q2 2014, closing a stake of 5,924 shares — an estimated $275K sold.

Shepherd Kaplan Krochuk first reported a position in DOX in Q1 2014 and held it in 1 quarter. The position peaked at $275K in Q1 2014. 320 funds tracked by Wall St. Rank hold DOX as of Q2 2014.

Shepherd Kaplan Krochuk reported no remaining Amdocs position as of Q2 2014 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 5,924 Amdocs shares in Q2 2014, an estimated $275K.
Shepherd Kaplan Krochuk first reported a position in Amdocs in Q1 2014 and held it in 1 quarter.
Shepherd Kaplan Krochuk's Amdocs position peaked at $275K in Q1 2014.
320 funds tracked by Wall St. Rank held Amdocs as of Q2 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q2 2014, filed 14 Aug 2014.