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Waverly Advisors’s Amdocs DOX Stock Holding History

Waverly 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
2014
Q4 		– Sell
-87
Closed -$4K – 491
2014
Q3 		$4K Hold
87
– – ﹤0.01% 658
2014
Q2 		$4K Hold
87
– – ﹤0.01% 623
2014
Q1 		$4K Buy
87
+24
+38% +$1.05K ﹤0.01% 587
2013
Q4 		$3K Buy
+63
New +$2.48K ﹤0.01% 738

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Waverly Advisors's DOX Position: Q4 2014 in Review

Waverly Advisors sold out of Amdocs (DOX) in Q4 2014, closing a stake of 87 shares — an estimated $4K sold.

Waverly Advisors first reported a position in DOX in Q4 2013 and held it in 4 quarters. The position peaked at $4K in Q3 2014. 318 funds tracked by Wall St. Rank hold DOX as of Q4 2014.

  • Waverly Advisors reported no remaining Amdocs position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 87 Amdocs shares in Q4 2014, an estimated $4K.
  • Waverly Advisors first reported a position in Amdocs in Q4 2013 and held it in 4 quarters.
  • Waverly Advisors's Amdocs position peaked at $4K in Q3 2014.
  • 318 funds tracked by Wall St. Rank held Amdocs as of Q4 2014.

Based on Waverly Advisors's 13F filing for Q4 2014, filed 15 Jan 2015.