GWM
CTXS

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

Gupta 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
Q1 		$29K Buy
465
+321
+223% +$18.2K 0.01% 579
2015
Q4 		$9K Buy
144
+125
+658% +$7.68K ﹤0.01% 920
2015
Q3 		$1K Hold
19
– – ﹤0.01% 1226
2015
Q2 		$1K Sell
19
-56
-75% -$2.98K ﹤0.01% 1223
2015
Q1 		$4K Buy
+75
New +$3.69K ﹤0.01% 931

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 $121B AUM 27.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Gupta Wealth Management's CTXS Position: Q1 2016 in Review

Gupta Wealth Management increased its Citrix Systems Inc (CTXS) stake by 223% in Q1 2016, buying an estimated $18.2K and bringing the position to 465 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #579.

Gupta Wealth Management first reported a position in CTXS in Q1 2015 and has held it in 5 quarters since. 538 funds tracked by Wall St. Rank hold CTXS as of Q1 2016.

  • Gupta Wealth Management held 465 shares of Citrix Systems Inc worth $29K as of Q1 2016.
  • Gupta Wealth Management bought 321 Citrix Systems Inc shares in Q1 2016, an estimated $18.2K.
  • Citrix Systems Inc made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #579 holding.
  • Gupta Wealth Management first reported a position in Citrix Systems Inc in Q1 2015 and has held it in 5 quarters since.
  • 538 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.