WFG Advisors’s Zix Corporation ZIXI Stock Holding History

WFG 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	$5K	Hold	910	–	–	﹤0.01%	1304
2017 Q1	$4K	Hold	910	–	–	﹤0.01%	1262
2016 Q4	$4K	Sell	910 -200	-18%	-$883	﹤0.01%	1329
2016 Q3	$5K	Hold	1,110	–	–	﹤0.01%	1286
2016 Q2	$4K	Hold	1,110	–	–	﹤0.01%	1297
2016 Q1	$4K	Sell	1,110 -200	-15%	-$835	﹤0.01%	1252
2015 Q4	$7K	Hold	1,310	–	–	﹤0.01%	1169
2015 Q3	$6K	Hold	1,310	–	–	﹤0.01%	1234
2015 Q2	$7K	Hold	1,310	–	–	﹤0.01%	1287
2015 Q1	$5K	Sell	1,310 -1,000	-43%	-$3.79K	﹤0.01%	1385
2014 Q4	$8K	Hold	2,310	–	–	﹤0.01%	1541
2014 Q3	$8K	Sell	2,310 -100	-4%	-$357	﹤0.01%	1562
2014 Q2	$8K	Hold	2,410	–	–	﹤0.01%	1561
2014 Q1	$10K	Sell	2,410 -417	-15%	-$1.87K	﹤0.01%	1474
2013 Q4	$13K	Buy	2,827 +73	+3%	+$329	﹤0.01%	1506
2013 Q3	$13K	Hold	2,754	–	–	﹤0.01%	1442
2013 Q2	$12K	Buy	+2,754	New	+$10.5K	﹤0.01%	1403

Other funds holding ZIXI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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 New York $166B AUM 43.98% 1-Year Est. Return

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

WFG Advisors's ZIXI Position: Q2 2017 in Review

WFG Advisors held its Zix Corporation (ZIXI) position steady in Q2 2017 at 910 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1304.

WFG Advisors first reported a position in ZIXI in Q2 2013 and has held it in 17 quarters since. The position peaked at $13K in Q4 2013. 129 funds tracked by Wall St. Rank hold ZIXI as of Q2 2017.

WFG Advisors held 910 shares of Zix Corporation worth $5K as of Q2 2017.
WFG Advisors left its Zix Corporation share count unchanged in Q2 2017.
Zix Corporation made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1304 holding.
WFG Advisors first reported a position in Zix Corporation in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Zix Corporation position peaked at $13K in Q4 2013.
129 funds tracked by Wall St. Rank held Zix Corporation as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.