DIA
CTXS

Dana Investment Advisors’s Citrix Systems Inc CTXS Stock Holding History

Dana Investment 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
2017
Q2 		– Sell
-8,284
Closed -$691K – 304
2017
Q1 		$691K Sell
8,284
-218,167
-96% -$17M 0.03% 226
2016
Q4 		$16.1M Buy
226,451
+3,810
+2% +$263K 0.76% 50
2016
Q3 		$15.1M Sell
222,641
-46,962
-17% -$3.2M 0.72% 51
2016
Q2 		$17.2M Buy
269,603
+162,096
+151% +$10.7M 0.76% 50
2016
Q1 		$6.73M Buy
+107,507
New +$6.08M 0.3% 88

Other funds holding CTXS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dana Investment Advisors's CTXS Position: Q2 2017 in Review

Dana Investment Advisors sold out of Citrix Systems Inc (CTXS) in Q2 2017, closing a stake of 8,284 shares — an estimated $691K sold.

Dana Investment Advisors first reported a position in CTXS in Q1 2016 and held it in 5 quarters. The position peaked at $17.2M in Q2 2016. 546 funds tracked by Wall St. Rank hold CTXS as of Q2 2017.

  • Dana Investment Advisors reported no remaining Citrix Systems Inc position as of Q2 2017 after selling out during the quarter.
  • Dana Investment Advisors sold 8,284 Citrix Systems Inc shares in Q2 2017, an estimated $691K.
  • Dana Investment Advisors first reported a position in Citrix Systems Inc in Q1 2016 and held it in 5 quarters.
  • Dana Investment Advisors's Citrix Systems Inc position peaked at $17.2M in Q2 2016.
  • 546 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q2 2017.

Based on Dana Investment Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.