Advisory Research’s Citrix Systems Inc CTXS Stock Holding History

Advisory Research’s Portfolio CTXS Stock Details CTXS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-1,448	Closed	-$66K	–	698
2014 Q1	$66K	Buy	+1,448	New	+$68.3K	﹤0.01%	703

Other funds holding CTXS

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

BIT

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

Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

Advisory Research's CTXS Position: Q2 2014 in Review

Advisory Research sold out of Citrix Systems Inc (CTXS) in Q2 2014, closing a stake of 1,448 shares — an estimated $66K sold.

Advisory Research first reported a position in CTXS in Q1 2014 and held it in 1 quarter. The position peaked at $66K in Q1 2014. 481 funds tracked by Wall St. Rank hold CTXS as of Q2 2014.

Advisory Research reported no remaining Citrix Systems Inc position as of Q2 2014 after selling out during the quarter.
Advisory Research sold 1,448 Citrix Systems Inc shares in Q2 2014, an estimated $66K.
Advisory Research first reported a position in Citrix Systems Inc in Q1 2014 and held it in 1 quarter.
Advisory Research's Citrix Systems Inc position peaked at $66K in Q1 2014.
481 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.