KLI
CTXS

Kelman-Lazarov Inc’s Citrix Systems Inc CTXS Stock Holding History

Kelman-Lazarov Inc’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
2016
Q4 		– Sell
-75
Closed -$5.05K – 368
2016
Q3 		$5.05K Hold
75
– – ﹤0.01% 320
2016
Q2 		$4.82K Hold
75
– – ﹤0.01% 312
2016
Q1 		$5K Buy
+75
New +$4.24K ﹤0.01% 308

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Kelman-Lazarov Inc's CTXS Position: Q4 2016 in Review

Kelman-Lazarov Inc sold out of Citrix Systems Inc (CTXS) in Q4 2016, closing a stake of 75 shares — an estimated $5.05K sold.

Kelman-Lazarov Inc first reported a position in CTXS in Q1 2016 and held it in 3 quarters. The position peaked at $5.05K in Q3 2016. 574 funds tracked by Wall St. Rank hold CTXS as of Q4 2016.

  • Kelman-Lazarov Inc reported no remaining Citrix Systems Inc position as of Q4 2016 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 75 Citrix Systems Inc shares in Q4 2016, an estimated $5.05K.
  • Kelman-Lazarov Inc first reported a position in Citrix Systems Inc in Q1 2016 and held it in 3 quarters.
  • Kelman-Lazarov Inc's Citrix Systems Inc position peaked at $5.05K in Q3 2016.
  • 574 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2016.

Based on Kelman-Lazarov Inc's 13F filing for Q4 2016, filed 17 Jan 2017.