SFMG Wealth Advisors’s Xerox XRX Stock Holding History

SFMG Wealth Advisors’s Portfolio XRX Stock Details XRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-31,674	Closed	-$1.16M	–	191
2014 Q4	$1.16M	Buy	+31,674	New	+$1.12M	0.26%	46

Other funds holding XRX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

SFMG Wealth Advisors's XRX Position: Q1 2015 in Review

SFMG Wealth Advisors sold out of Xerox (XRX) in Q1 2015, closing a stake of 31,674 shares — an estimated $1.16M sold.

SFMG Wealth Advisors first reported a position in XRX in Q4 2014 and held it in 1 quarter. The position peaked at $1.16M in Q4 2014. 558 funds tracked by Wall St. Rank hold XRX as of Q1 2015.

SFMG Wealth Advisors reported no remaining Xerox position as of Q1 2015 after selling out during the quarter.
SFMG Wealth Advisors sold 31,674 Xerox shares in Q1 2015, an estimated $1.16M.
SFMG Wealth Advisors first reported a position in Xerox in Q4 2014 and held it in 1 quarter.
SFMG Wealth Advisors's Xerox position peaked at $1.16M in Q4 2014.
558 funds tracked by Wall St. Rank held Xerox as of Q1 2015.

Based on SFMG Wealth Advisors's 13F filing for Q1 2015, filed 11 May 2015.