EWM
CTXS

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

Evercore 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
2017
Q2 		– Sell
-55
Closed -$5K – 1053
2017
Q1 		$5K Sell
55
-32
-37% -$2.5K ﹤0.01% 890
2016
Q4 		$6K Buy
+87
New +$6.01K ﹤0.01% 877
2015
Q3 		– Sell
-112
Closed -$6K – 1070
2015
Q2 		$6K Buy
+112
New +$5.95K ﹤0.01% 980
2013
Q4 		– Sell
-43
Closed -$2K – 1005
2013
Q3 		$2K Buy
+43
New +$2.4K ﹤0.01% 970

Other funds holding CTXS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $304B AUM 35.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Evercore Wealth Management's CTXS Position: Q2 2017 in Review

Evercore Wealth Management sold out of Citrix Systems Inc (CTXS) in Q2 2017, closing a stake of 55 shares — an estimated $5K sold.

Evercore Wealth Management first reported a position in CTXS in Q3 2013 and held it in 4 quarters. The position peaked at $6K in Q4 2016. 546 funds tracked by Wall St. Rank hold CTXS as of Q2 2017.

  • Evercore Wealth Management reported no remaining Citrix Systems Inc position as of Q2 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 55 Citrix Systems Inc shares in Q2 2017, an estimated $5K.
  • Evercore Wealth Management first reported a position in Citrix Systems Inc in Q3 2013 and held it in 4 quarters.
  • Evercore Wealth Management's Citrix Systems Inc position peaked at $6K in Q4 2016.
  • 546 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q2 2017.

Based on Evercore Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.