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Valley National Advisers’s Amdocs DOX Stock Holding History

Valley National Advisers’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
Q3 		– Sell
-8
Closed -$1K – 698
2018
Q2 		$1K Buy
+8
New +$538 ﹤0.01% 605
2016
Q4 		– Sell
-9
Closed -$1K – 659
2016
Q3 		$1K Hold
9
– – ﹤0.01% 570
2016
Q2 		$1K Buy
+9
New +$516 ﹤0.01% 562

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Valley National Advisers's DOX Position: Q3 2018 in Review

Valley National Advisers sold out of Amdocs (DOX) in Q3 2018, closing a stake of 8 shares — an estimated $1K sold.

Valley National Advisers first reported a position in DOX in Q2 2016 and held it in 3 quarters. The position peaked at $1K in Q2 2018. 373 funds tracked by Wall St. Rank hold DOX as of Q3 2018.

  • Valley National Advisers reported no remaining Amdocs position as of Q3 2018 after selling out during the quarter.
  • Valley National Advisers sold 8 Amdocs shares in Q3 2018, an estimated $1K.
  • Valley National Advisers first reported a position in Amdocs in Q2 2016 and held it in 3 quarters.
  • Valley National Advisers's Amdocs position peaked at $1K in Q2 2018.
  • 373 funds tracked by Wall St. Rank held Amdocs as of Q3 2018.

Based on Valley National Advisers's 13F filing for Q3 2018, filed 8 Nov 2018.