IWMPD
CTXS

Integrated Wealth Management (Palm Desert)’s Citrix Systems Inc CTXS Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2015
Q3 		– Sell
-38
Closed -$2K – 1415
2015
Q2 		$2K Sell
38
-37
-49% -$1.97K ﹤0.01% 1170
2015
Q1 		$3K Buy
+75
New +$3.69K ﹤0.01% 1053

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 $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BCPEM
Bain Capital Public Equity Management Boston, Massachusetts $1.05B AUM 25.71% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s CTXS Position: Q3 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Citrix Systems Inc (CTXS) in Q3 2015, closing a stake of 38 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in CTXS in Q1 2015 and held it in 2 quarters. The position peaked at $3K in Q1 2015. 501 funds tracked by Wall St. Rank hold CTXS as of Q3 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Citrix Systems Inc position as of Q3 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 38 Citrix Systems Inc shares in Q3 2015, an estimated $2K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Citrix Systems Inc in Q1 2015 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s Citrix Systems Inc position peaked at $3K in Q1 2015.
  • 501 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q3 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2015, filed 13 Oct 2015.