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WealthPLAN Partners’s Amdocs DOX Stock Holding History

WealthPLAN Partners’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
2016
Q3 		– Sell
-435
Closed -$25 – 982
2016
Q2 		$25 Buy
+435
New +$24.9K ﹤0.01% 2470
2015
Q4 		$72 Buy
+1,336
New +$76.6K ﹤0.01% 1648
2015
Q2 		$36K Buy
+668
New +$36.7K 0.02% 209

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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 $7.8B AUM 25.03% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

WealthPLAN Partners's DOX Position: Q3 2016 in Review

WealthPLAN Partners sold out of Amdocs (DOX) in Q3 2016, closing a stake of 435 shares — an estimated $25 sold.

WealthPLAN Partners first reported a position in DOX in Q2 2015 and held it in 3 quarters. The position peaked at $36K in Q2 2015. 358 funds tracked by Wall St. Rank hold DOX as of Q3 2016.

  • WealthPLAN Partners reported no remaining Amdocs position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 435 Amdocs shares in Q3 2016, an estimated $25.
  • WealthPLAN Partners first reported a position in Amdocs in Q2 2015 and held it in 3 quarters.
  • WealthPLAN Partners's Amdocs position peaked at $36K in Q2 2015.
  • 358 funds tracked by Wall St. Rank held Amdocs as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.