CWM
CTXS

Concert Wealth Management’s Citrix Systems Inc CTXS Stock Holding History

Concert Wealth 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
2016
Q4 		– Sell
-5,616
Closed -$382K – 964
2016
Q3 		$382K Buy
+5,616
New +$382K 0.05% 435

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Concert Wealth Management's CTXS Position: Q4 2016 in Review

Concert Wealth Management sold out of Citrix Systems Inc (CTXS) in Q4 2016, closing a stake of 5,616 shares — an estimated $382K sold.

Concert Wealth Management first reported a position in CTXS in Q3 2016 and held it in 1 quarter. The position peaked at $382K in Q3 2016. 574 funds tracked by Wall St. Rank hold CTXS as of Q4 2016.

  • Concert Wealth Management reported no remaining Citrix Systems Inc position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 5,616 Citrix Systems Inc shares in Q4 2016, an estimated $382K.
  • Concert Wealth Management first reported a position in Citrix Systems Inc in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Citrix Systems Inc position peaked at $382K in Q3 2016.
  • 574 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.