JMPWA
ZIXI

JP Morgan Private Wealth Advisors’s Zix Corporation ZIXI Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ZIXI Stock Details ZIXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-10,319
Closed -$50K – 1381
2017
Q1 		$50K Buy
+10,319
New +$50.9K ﹤0.01% 1311

Other funds holding ZIXI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ZIXI Position: Q2 2017 in Review

JP Morgan Private Wealth Advisors sold out of Zix Corporation (ZIXI) in Q2 2017, closing a stake of 10,319 shares — an estimated $50K sold.

JP Morgan Private Wealth Advisors first reported a position in ZIXI in Q1 2017 and held it in 1 quarter. The position peaked at $50K in Q1 2017. 129 funds tracked by Wall St. Rank hold ZIXI as of Q2 2017.

  • JP Morgan Private Wealth Advisors reported no remaining Zix Corporation position as of Q2 2017 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 10,319 Zix Corporation shares in Q2 2017, an estimated $50K.
  • JP Morgan Private Wealth Advisors first reported a position in Zix Corporation in Q1 2017 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Zix Corporation position peaked at $50K in Q1 2017.
  • 129 funds tracked by Wall St. Rank held Zix Corporation as of Q2 2017.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.