SFMG Wealth Advisors’s Zix Corporation ZIXI Stock Holding History

SFMG 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
2015 Q4	–	Sell	-10,120	Closed	-$43K	–	123
2015 Q3	$43K	Hold	10,120	–	–	0.01%	113
2015 Q2	$52K	Sell	10,120 -25,300	-71%	-$116K	0.01%	120
2015 Q1	$139K	Buy	35,420 +25,300	+250%	+$95.9K	0.01%	172
2014 Q4	$36K	Hold	10,120	–	–	0.01%	123
2014 Q3	$35K	Hold	10,120	–	–	0.01%	89
2014 Q2	$35K	Hold	10,120	–	–	0.01%	86
2014 Q1	$42K	Buy	+10,120	New	+$45.5K	0.01%	80

Other funds holding ZIXI

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BIT

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

Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

TAM

THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

SFMG Wealth Advisors's ZIXI Position: Q4 2015 in Review

SFMG Wealth Advisors sold out of Zix Corporation (ZIXI) in Q4 2015, closing a stake of 10,120 shares — an estimated $43K sold.

SFMG Wealth Advisors first reported a position in ZIXI in Q1 2014 and held it in 7 quarters. The position peaked at $139K in Q1 2015. 135 funds tracked by Wall St. Rank hold ZIXI as of Q4 2015.

SFMG Wealth Advisors reported no remaining Zix Corporation position as of Q4 2015 after selling out during the quarter.
SFMG Wealth Advisors sold 10,120 Zix Corporation shares in Q4 2015, an estimated $43K.
SFMG Wealth Advisors first reported a position in Zix Corporation in Q1 2014 and held it in 7 quarters.
SFMG Wealth Advisors's Zix Corporation position peaked at $139K in Q1 2015.
135 funds tracked by Wall St. Rank held Zix Corporation as of Q4 2015.

Based on SFMG Wealth Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.