AA
CTXS

Apriem Advisors’s Citrix Systems Inc CTXS Stock Holding History

Apriem Advisors’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
Q4 		– Sell
-251
Closed -$14K – 563
2014
Q3 		$14K Hold
251
– – 0.01% 343
2014
Q2 		$13K Hold
251
– – 0.01% 319
2014
Q1 		$11K Sell
251
-189
-43% -$8.91K ﹤0.01% 356
2013
Q4 		$22K Buy
440
+63
+17% +$3K 0.01% 285
2013
Q3 		$21K Sell
377
-565
-60% -$31.6K 0.01% 280
2013
Q2 		$45K Buy
+942
New +$48.6K 0.02% 200

Other funds holding CTXS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
BCPEM
Bain Capital Public Equity Management Boston, Massachusetts $1.05B AUM 25.71% 1-Year Est. Return

Apriem Advisors's CTXS Position: Q4 2014 in Review

Apriem Advisors sold out of Citrix Systems Inc (CTXS) in Q4 2014, closing a stake of 251 shares — an estimated $14K sold.

Apriem Advisors first reported a position in CTXS in Q2 2013 and held it in 6 quarters. The position peaked at $45K in Q2 2013. 484 funds tracked by Wall St. Rank hold CTXS as of Q4 2014.

  • Apriem Advisors reported no remaining Citrix Systems Inc position as of Q4 2014 after selling out during the quarter.
  • Apriem Advisors sold 251 Citrix Systems Inc shares in Q4 2014, an estimated $14K.
  • Apriem Advisors first reported a position in Citrix Systems Inc in Q2 2013 and held it in 6 quarters.
  • Apriem Advisors's Citrix Systems Inc position peaked at $45K in Q2 2013.
  • 484 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2014.

Based on Apriem Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.