BWFA
CTXS

Baltimore-Washington Financial Advisors’s Citrix Systems Inc CTXS Stock Holding History

Baltimore-Washington Financial 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
2015
Q4 		– Sell
-57
Closed -$3K – 270
2015
Q3 		$3K Buy
+57
New +$3.25K ﹤0.01% 241

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
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Baltimore-Washington Financial Advisors's CTXS Position: Q4 2015 in Review

Baltimore-Washington Financial Advisors sold out of Citrix Systems Inc (CTXS) in Q4 2015, closing a stake of 57 shares — an estimated $3K sold.

Baltimore-Washington Financial Advisors first reported a position in CTXS in Q3 2015 and held it in 1 quarter. The position peaked at $3K in Q3 2015. 518 funds tracked by Wall St. Rank hold CTXS as of Q4 2015.

  • Baltimore-Washington Financial Advisors reported no remaining Citrix Systems Inc position as of Q4 2015 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 57 Citrix Systems Inc shares in Q4 2015, an estimated $3K.
  • Baltimore-Washington Financial Advisors first reported a position in Citrix Systems Inc in Q3 2015 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's Citrix Systems Inc position peaked at $3K in Q3 2015.
  • 518 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2015.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2015, filed 1 Feb 2016.