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 $5.7T 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 $5.78B 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 $245B 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 $761B 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