HIM
CTXS

Herald Investment Management’s Citrix Systems Inc CTXS Stock Holding History

Herald Investment 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
Q1 		– Sell
-7,409
Closed -$526K – 90
2016
Q4 		$526K Buy
+7,409
New +$512K 0.23% 70

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 $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 $3.37T AUM 44.26% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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 Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Herald Investment Management's CTXS Position: Q1 2017 in Review

Herald Investment Management sold out of Citrix Systems Inc (CTXS) in Q1 2017, closing a stake of 7,409 shares — an estimated $526K sold.

Herald Investment Management first reported a position in CTXS in Q4 2016 and held it in 1 quarter. The position peaked at $526K in Q4 2016. 552 funds tracked by Wall St. Rank hold CTXS as of Q1 2017.

  • Herald Investment Management reported no remaining Citrix Systems Inc position as of Q1 2017 after selling out during the quarter.
  • Herald Investment Management sold 7,409 Citrix Systems Inc shares in Q1 2017, an estimated $526K.
  • Herald Investment Management first reported a position in Citrix Systems Inc in Q4 2016 and held it in 1 quarter.
  • Herald Investment Management's Citrix Systems Inc position peaked at $526K in Q4 2016.
  • 552 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q1 2017.

Based on Herald Investment Management's 13F filing for Q1 2017, filed 12 May 2017.