JMFC
CTXS

J.M. Forbes & Co’s Citrix Systems Inc CTXS Stock Holding History

J.M. Forbes & Co’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
2013
Q4 		– Sell
-71,640
Closed -$4.03M – 90
2013
Q3 		$4.03M Buy
71,640
+1,215
+2% +$68K 1.14% 43
2013
Q2 		$3.38M Buy
+70,425
New +$3.63M 1.01% 41

Other funds holding CTXS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

J.M. Forbes & Co's CTXS Position: Q4 2013 in Review

J.M. Forbes & Co sold out of Citrix Systems Inc (CTXS) in Q4 2013, closing a stake of 71,640 shares — an estimated $4.03M sold.

J.M. Forbes & Co first reported a position in CTXS in Q2 2013 and held it in 2 quarters. The position peaked at $4.03M in Q3 2013. 481 funds tracked by Wall St. Rank hold CTXS as of Q4 2013.

  • J.M. Forbes & Co reported no remaining Citrix Systems Inc position as of Q4 2013 after selling out during the quarter.
  • J.M. Forbes & Co sold 71,640 Citrix Systems Inc shares in Q4 2013, an estimated $4.03M.
  • J.M. Forbes & Co first reported a position in Citrix Systems Inc in Q2 2013 and held it in 2 quarters.
  • J.M. Forbes & Co's Citrix Systems Inc position peaked at $4.03M in Q3 2013.
  • 481 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2013.

Based on J.M. Forbes & Co's 13F filing for Q4 2013, filed 13 Feb 2014.