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

Other funds holding CTXS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JNBA Financial Advisors's CTXS Position: Q1 2018 in Review

JNBA Financial Advisors sold out of Citrix Systems Inc (CTXS) in Q1 2018, closing a stake of 20 shares — an estimated $2K sold.

JNBA Financial Advisors first reported a position in CTXS in Q3 2014 and held it in 11 quarters. The position peaked at $20K in Q3 2016. 552 funds tracked by Wall St. Rank hold CTXS as of Q1 2018.

  • JNBA Financial Advisors reported no remaining Citrix Systems Inc position as of Q1 2018 after selling out during the quarter.
  • JNBA Financial Advisors sold 20 Citrix Systems Inc shares in Q1 2018, an estimated $2K.
  • JNBA Financial Advisors first reported a position in Citrix Systems Inc in Q3 2014 and held it in 11 quarters.
  • JNBA Financial Advisors's Citrix Systems Inc position peaked at $20K in Q3 2016.
  • 552 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q1 2018.

Based on JNBA Financial Advisors's 13F filing for Q1 2018, filed 7 May 2018.