WCM
DOX icon

Wealthcare Capital Management’s Amdocs DOX Stock Holding History

Wealthcare Capital Management’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
2015
Q2 		– Sell
-139
Closed -$8K – 518
2015
Q1 		$8K Buy
+139
New +$7.01K ﹤0.01% 530

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
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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wealthcare Capital Management's DOX Position: Q2 2015 in Review

Wealthcare Capital Management sold out of Amdocs (DOX) in Q2 2015, closing a stake of 139 shares — an estimated $8K sold.

Wealthcare Capital Management first reported a position in DOX in Q1 2015 and held it in 1 quarter. The position peaked at $8K in Q1 2015. 325 funds tracked by Wall St. Rank hold DOX as of Q2 2015.

  • Wealthcare Capital Management reported no remaining Amdocs position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 139 Amdocs shares in Q2 2015, an estimated $8K.
  • Wealthcare Capital Management first reported a position in Amdocs in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's Amdocs position peaked at $8K in Q1 2015.
  • 325 funds tracked by Wall St. Rank held Amdocs as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.