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WFG Advisors’s Amdocs DOX Stock Holding History

WFG 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
2015
Q2 		– Sell
-36
Closed -$2K – 1690
2015
Q1 		$2K Sell
36
-40
-53% -$2.02K ﹤0.01% 1530
2014
Q4 		$4K Hold
76
– – ﹤0.01% 1693
2014
Q3 		$3K Buy
76
+36
+90% +$1.69K ﹤0.01% 1777
2014
Q2 		$2K Hold
40
– – ﹤0.01% 1810
2014
Q1 		$2K Sell
40
-52
-57% -$2.27K ﹤0.01% 1791
2013
Q4 		$4K Buy
92
+52
+130% +$2.05K ﹤0.01% 1798
2013
Q3 		$1K Hold
40
– – ﹤0.01% 2023
2013
Q2 		$1K Buy
+40
New +$1.43K ﹤0.01% 1938

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

WFG Advisors's DOX Position: Q2 2015 in Review

WFG Advisors sold out of Amdocs (DOX) in Q2 2015, closing a stake of 36 shares — an estimated $2K sold.

WFG Advisors first reported a position in DOX in Q2 2013 and held it in 8 quarters. The position peaked at $4K in Q4 2014. 325 funds tracked by Wall St. Rank hold DOX as of Q2 2015.

  • WFG Advisors reported no remaining Amdocs position as of Q2 2015 after selling out during the quarter.
  • WFG Advisors sold 36 Amdocs shares in Q2 2015, an estimated $2K.
  • WFG Advisors first reported a position in Amdocs in Q2 2013 and held it in 8 quarters.
  • WFG Advisors's Amdocs position peaked at $4K in Q4 2014.
  • 325 funds tracked by Wall St. Rank held Amdocs as of Q2 2015.

Based on WFG Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.