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JFA
CTXS
JNBA Financial Advisors’s
Citrix Systems Inc
CTXS
Stock Holding History
JNBA Financial Advisors’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
2018
Q1
–
Sell
-20
Closed
-$2K
–
515
2017
Q4
$2K
Hold
20
–
–
﹤0.01%
457
2017
Q3
$2K
Hold
20
–
–
﹤0.01%
447
2017
Q2
$2K
Hold
20
–
–
﹤0.01%
431
2017
Q1
$2K
Buy
+20
New
+$1.56K
﹤0.01%
438
2016
Q4
–
Sell
-299
Closed
-$20K
–
1462
2016
Q3
$20K
Buy
+299
New
+$20.4K
﹤0.01%
823
2016
Q1
–
Sell
-126
Closed
-$8K
–
570
2015
Q4
$8K
Hold
126
–
–
﹤0.01%
371
2015
Q3
$7K
Hold
126
–
–
﹤0.01%
385
2015
Q2
$7K
Hold
126
–
–
﹤0.01%
385
2015
Q1
$6K
Hold
126
–
–
﹤0.01%
410
2014
Q4
$6K
Hold
126
–
–
﹤0.01%
408
2014
Q3
$7K
Buy
+126
New
+$6.85K
﹤0.01%
412
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$1.9T AUM
41.92%
1-Year Est. Return
Vanguard Group
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$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
EM
Elliott Management
New York
$5.78B AUM
20.29%
1-Year Est. Return
ClearBridge Investments
New York
$115B AUM
24.78%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
CS
Credit Suisse
Zurich, Switzerland
$104B AUM
34.76%
1-Year Est. Return
First Trust Advisors
Wheaton, Illinois
$140B AUM
27.84%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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