AWMS
CTXS

Advocacy Wealth Management Services’s Citrix Systems Inc CTXS Stock Holding History

Advocacy Wealth Management Services’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
2017
Q3 		– Sell
-26
Closed -$2K – 291
2017
Q2 		$2K Hold
26
– – ﹤0.01% 268
2017
Q1 		$2K Buy
+26
New +$2.03K ﹤0.01% 291

Other funds holding CTXS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advocacy Wealth Management Services's CTXS Position: Q3 2017 in Review

Advocacy Wealth Management Services sold out of Citrix Systems Inc (CTXS) in Q3 2017, closing a stake of 26 shares — an estimated $2K sold.

Advocacy Wealth Management Services first reported a position in CTXS in Q1 2017 and held it in 2 quarters. The position peaked at $2K in Q2 2017. 528 funds tracked by Wall St. Rank hold CTXS as of Q3 2017.

  • Advocacy Wealth Management Services reported no remaining Citrix Systems Inc position as of Q3 2017 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 26 Citrix Systems Inc shares in Q3 2017, an estimated $2K.
  • Advocacy Wealth Management Services first reported a position in Citrix Systems Inc in Q1 2017 and held it in 2 quarters.
  • Advocacy Wealth Management Services's Citrix Systems Inc position peaked at $2K in Q2 2017.
  • 528 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q3 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2017, filed 13 Oct 2017.