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WESPAC Advisors SoCal’s Amdocs DOX Stock Holding History

WESPAC Advisors SoCal’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
2019
Q1 		– Sell
-56,270
Closed -$3.3M – 340
2018
Q4 		$3.3M Sell
56,270
-660
-1% -$41.4K 2.08% 22
2018
Q3 		$3.76M Buy
56,930
+1,526
+3% +$101K 1.88% 27
2018
Q2 		$3.67M Sell
55,404
-85
-0.2% -$5.72K 2.11% 24
2018
Q1 		$3.7M Buy
55,489
+316
+0.6% +$21.3K 2.14% 22
2017
Q4 		$3.61M Sell
55,173
-2,795
-5% -$181K 2.06% 25
2017
Q3 		$3.73M Buy
57,968
+1,776
+3% +$115K 2.22% 25
2017
Q2 		$3.62M Sell
56,192
-949
-2% -$59.9K 2.32% 24
2017
Q1 		$3.49M Sell
57,141
-3,950
-6% -$237K 2.16% 24
2016
Q4 		$3.56M Sell
61,091
-850
-1% -$50.1K 2.3% 22
2016
Q3 		$3.58M Buy
61,941
+3,701
+6% +$218K 2.42% 19
2016
Q2 		$3.36M Buy
58,240
+6,575
+13% +$377K 2.19% 22
2016
Q1 		$3.12M Sell
51,665
-1,460
-3% -$81.8K 2.3% 20
2015
Q4 		$2.9M Buy
+53,125
New +$3.05M 1.91% 24

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

WESPAC Advisors SoCal's DOX Position: Q1 2019 in Review

WESPAC Advisors SoCal sold out of Amdocs (DOX) in Q1 2019, closing a stake of 56,270 shares — an estimated $3.3M sold.

WESPAC Advisors SoCal first reported a position in DOX in Q4 2015 and held it in 13 quarters. The position peaked at $3.76M in Q3 2018. 380 funds tracked by Wall St. Rank hold DOX as of Q1 2019.

  • WESPAC Advisors SoCal reported no remaining Amdocs position as of Q1 2019 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 56,270 Amdocs shares in Q1 2019, an estimated $3.3M.
  • WESPAC Advisors SoCal first reported a position in Amdocs in Q4 2015 and held it in 13 quarters.
  • WESPAC Advisors SoCal's Amdocs position peaked at $3.76M in Q3 2018.
  • 380 funds tracked by Wall St. Rank held Amdocs as of Q1 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q1 2019, filed 2 May 2019.