AIM
CTXS

Allen Investment Management’s Citrix Systems Inc CTXS Stock Holding History

Allen Investment Management’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
-6,316
Closed -$503K – 229
2017
Q2 		$503K Buy
6,316
+4
+0.1% +$331 0.02% 152
2017
Q1 		$526K Sell
6,312
-1,615
-20% -$126K 0.03% 144
2016
Q4 		$564K Sell
7,927
-3
-0% -$207 0.03% 133
2016
Q3 		$538K Sell
7,930
-24
-0.3% -$1.64K 0.03% 127
2016
Q2 		$507K Buy
7,954
+1
+0% +$66 0.04% 134
2016
Q1 		$498K Buy
7,953
+1
+0% +$57 0.04% 130
2015
Q4 		$479K Sell
7,952
-2,741
-26% -$168K 0.04% 131
2015
Q3 		$590K Buy
+10,693
New +$609K 0.06% 123

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

Allen Investment Management's CTXS Position: Q3 2017 in Review

Allen Investment Management sold out of Citrix Systems Inc (CTXS) in Q3 2017, closing a stake of 6,316 shares — an estimated $503K sold.

Allen Investment Management first reported a position in CTXS in Q3 2015 and held it in 8 quarters. The position peaked at $590K in Q3 2015. 528 funds tracked by Wall St. Rank hold CTXS as of Q3 2017.

  • Allen Investment Management reported no remaining Citrix Systems Inc position as of Q3 2017 after selling out during the quarter.
  • Allen Investment Management sold 6,316 Citrix Systems Inc shares in Q3 2017, an estimated $503K.
  • Allen Investment Management first reported a position in Citrix Systems Inc in Q3 2015 and held it in 8 quarters.
  • Allen Investment Management's Citrix Systems Inc position peaked at $590K in Q3 2015.
  • 528 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q3 2017.

Based on Allen Investment Management's 13F filing for Q3 2017, filed 7 Nov 2017.