AWS
CTXS

Aris Wealth Services’s Citrix Systems Inc CTXS Stock Holding History

Aris Wealth 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
2013
Q4 		– Sell
-1,139
Closed -$64K – 101
2013
Q3 		$64K Buy
+1,139
New +$63.7K 0.12% 90

Other funds holding CTXS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Aris Wealth Services's CTXS Position: Q4 2013 in Review

Aris Wealth Services sold out of Citrix Systems Inc (CTXS) in Q4 2013, closing a stake of 1,139 shares — an estimated $64K sold.

Aris Wealth Services first reported a position in CTXS in Q3 2013 and held it in 1 quarter. The position peaked at $64K in Q3 2013. 481 funds tracked by Wall St. Rank hold CTXS as of Q4 2013.

  • Aris Wealth Services reported no remaining Citrix Systems Inc position as of Q4 2013 after selling out during the quarter.
  • Aris Wealth Services sold 1,139 Citrix Systems Inc shares in Q4 2013, an estimated $64K.
  • Aris Wealth Services first reported a position in Citrix Systems Inc in Q3 2013 and held it in 1 quarter.
  • Aris Wealth Services's Citrix Systems Inc position peaked at $64K in Q3 2013.
  • 481 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2013.

Based on Aris Wealth Services's 13F filing for Q4 2013, filed 30 Jan 2014.