LBA Wealth Management’s Citrix Systems Inc CTXS Stock Holding History

LBA 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
2017 Q1	$17K	Sell	200 -51	-20%	-$3.98K	0.01%	287
2016 Q4	$18K	Hold	251	–	–	0.01%	272
2016 Q3	$17K	Hold	251	–	–	0.01%	279
2016 Q2	$16K	Hold	251	–	–	0.01%	269
2016 Q1	$16K	Hold	251	–	–	0.01%	268
2015 Q4	$15K	Hold	251	–	–	0.01%	272
2015 Q3	$14K	Hold	251	–	–	0.01%	247
2015 Q2	$14K	Hold	251	–	–	0.01%	226
2015 Q1	$13K	Hold	251	–	–	0.01%	223
2014 Q4	$13K	Hold	251	–	–	0.01%	220
2014 Q3	$14K	Buy	+251	New	+$13.7K	0.01%	265

Other funds holding CTXS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LBA Wealth Management's CTXS Position: Q1 2017 in Review

LBA Wealth Management reduced its Citrix Systems Inc (CTXS) stake by 20% in Q1 2017, selling an estimated $3.98K and leaving 200 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #287.

LBA Wealth Management first reported a position in CTXS in Q3 2014 and has held it in 11 quarters since. The position peaked at $18K in Q4 2016. 552 funds tracked by Wall St. Rank hold CTXS as of Q1 2017.

LBA Wealth Management held 200 shares of Citrix Systems Inc worth $17K as of Q1 2017.
LBA Wealth Management sold 51 Citrix Systems Inc shares in Q1 2017, an estimated $3.98K.
Citrix Systems Inc made up 0.01% of LBA Wealth Management's portfolio in Q1 2017, its #287 holding.
LBA Wealth Management first reported a position in Citrix Systems Inc in Q3 2014 and has held it in 11 quarters since.
LBA Wealth Management's Citrix Systems Inc position peaked at $18K in Q4 2016.
552 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.