TrueWealth LLC’s Amdocs DOX Stock Holding History

TrueWealth LLC’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
2018 Q4	–	Sell	-14	Closed	-$1K	–	745
2018 Q3	$1K	Hold	14	–	–	﹤0.01%	764
2018 Q2	$1K	Hold	14	–	–	﹤0.01%	773
2018 Q1	$1K	Hold	14	–	–	﹤0.01%	740
2017 Q4	$1K	Buy	+14	New	+$909	﹤0.01%	847

Other funds holding DOX

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

TrueWealth LLC's DOX Position: Q4 2018 in Review

TrueWealth LLC sold out of Amdocs (DOX) in Q4 2018, closing a stake of 14 shares — an estimated $1K sold.

TrueWealth LLC first reported a position in DOX in Q4 2017 and held it in 4 quarters. The position peaked at $1K in Q3 2018. 377 funds tracked by Wall St. Rank hold DOX as of Q4 2018.

TrueWealth LLC reported no remaining Amdocs position as of Q4 2018 after selling out during the quarter.
TrueWealth LLC sold 14 Amdocs shares in Q4 2018, an estimated $1K.
TrueWealth LLC first reported a position in Amdocs in Q4 2017 and held it in 4 quarters.
TrueWealth LLC's Amdocs position peaked at $1K in Q3 2018.
377 funds tracked by Wall St. Rank held Amdocs as of Q4 2018.

Based on TrueWealth LLC's 13F filing for Q4 2018, filed 18 Jan 2019.