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DOX icon

Wealthfront’s Amdocs DOX Stock Holding History

Wealthfront’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
Q4 		– Sell
-27
Closed -$2K – 478
2015
Q3 		$2K Buy
+27
New +$1.54K ﹤0.01% 1168

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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 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
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wealthfront's DOX Position: Q4 2015 in Review

Wealthfront sold out of Amdocs (DOX) in Q4 2015, closing a stake of 27 shares — an estimated $2K sold.

Wealthfront first reported a position in DOX in Q3 2015 and held it in 1 quarter. The position peaked at $2K in Q3 2015. 359 funds tracked by Wall St. Rank hold DOX as of Q4 2015.

  • Wealthfront reported no remaining Amdocs position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 27 Amdocs shares in Q4 2015, an estimated $2K.
  • Wealthfront first reported a position in Amdocs in Q3 2015 and held it in 1 quarter.
  • Wealthfront's Amdocs position peaked at $2K in Q3 2015.
  • 359 funds tracked by Wall St. Rank held Amdocs as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.