KJWM
CTXS

Kiley Juergens Wealth Management’s Citrix Systems Inc CTXS Stock Holding History

Kiley Juergens Wealth Management’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
Q4 		– Sell
-333
Closed – – 715
2018
Q3 		$0 Hold
333
– – ﹤0.01% 777
2018
Q2 		$0 Buy
+333
New +$34.3K ﹤0.01% 713
2018
Q1 		– Sell
-333
Closed -$29K – 650
2017
Q4 		$29K Buy
+333
New +$28.2K 0.03% 289

Other funds holding CTXS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Kiley Juergens Wealth Management's CTXS Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Citrix Systems Inc (CTXS) in Q4 2018, closing a stake of 333 shares.

Kiley Juergens Wealth Management first reported a position in CTXS in Q4 2017 and held it in 3 quarters. The position peaked at $29K in Q4 2017. 640 funds tracked by Wall St. Rank hold CTXS as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Citrix Systems Inc position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 333 Citrix Systems Inc shares in Q4 2018.
  • Kiley Juergens Wealth Management first reported a position in Citrix Systems Inc in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Citrix Systems Inc position peaked at $29K in Q4 2017.
  • 640 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.