Independent Portfolio Consultants’s Citrix Systems Inc CTXS Stock Holding History

Independent Portfolio Consultants’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	$10K	Sell	125 -10	-7%	-$829	﹤0.01%	724
2017 Q1	$11K	Sell	135 -35	-21%	-$2.73K	﹤0.01%	744
2016 Q4	$12K	Hold	170	–	–	﹤0.01%	696
2016 Q3	$12K	Sell	170 -12	-7%	-$817	﹤0.01%	661
2016 Q2	$12K	Sell	182 -19	-9%	-$1.25K	﹤0.01%	684
2016 Q1	$13K	Hold	201	–	–	﹤0.01%	700
2015 Q4	$12K	Buy	+201	New	+$12.3K	﹤0.01%	697
2015 Q2	–	Sell	-82	Closed	-$4K	–	1059
2015 Q1	$4K	Buy	+82	New	+$4.04K	﹤0.01%	792
2013 Q4	–	Sell	-11,341	Closed	-$638K	–	473
2013 Q3	$638K	Sell	11,341 -697	-6%	-$39K	0.26%	132
2013 Q2	$579K	Buy	+12,038	New	+$621K	0.26%	132

Other funds holding CTXS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Independent Portfolio Consultants's CTXS Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Citrix Systems Inc (CTXS) stake by 7.4% in Q2 2017, selling an estimated $829 and leaving 125 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

Independent Portfolio Consultants first reported a position in CTXS in Q2 2013 and has held it in 10 quarters since. The position peaked at $638K in Q3 2013. 546 funds tracked by Wall St. Rank hold CTXS as of Q2 2017.

Independent Portfolio Consultants held 125 shares of Citrix Systems Inc worth $10K as of Q2 2017.
Independent Portfolio Consultants sold 10 Citrix Systems Inc shares in Q2 2017, an estimated $829.
Citrix Systems Inc made up ﹤0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #724 holding.
Independent Portfolio Consultants first reported a position in Citrix Systems Inc in Q2 2013 and has held it in 10 quarters since.
Independent Portfolio Consultants's Citrix Systems Inc position peaked at $638K in Q3 2013.
546 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.