LA
CTXS

Lucus Advisors’s Citrix Systems Inc CTXS Stock Holding History

Lucus 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
2016
Q4 		– Sell
-5,792
Closed -$393K – 196
2016
Q3 		$393K Buy
5,792
+452
+8% +$30.8K 0.34% 150
2016
Q2 		$341K Buy
+5,340
New +$351K 0.28% 227
2016
Q1 		– Sell
-4,783
Closed -$288K – 377
2015
Q4 		$288K Buy
+4,783
New +$294K 0.17% 261
2015
Q1 		– Sell
-9,028
Closed -$459K – 361
2014
Q4 		$459K Buy
+9,028
New +$467K 0.2% 201

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 $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Lucus Advisors's CTXS Position: Q4 2016 in Review

Lucus Advisors sold out of Citrix Systems Inc (CTXS) in Q4 2016, closing a stake of 5,792 shares — an estimated $393K sold.

Lucus Advisors first reported a position in CTXS in Q4 2014 and held it in 4 quarters. The position peaked at $459K in Q4 2014. 573 funds tracked by Wall St. Rank hold CTXS as of Q4 2016.

  • Lucus Advisors reported no remaining Citrix Systems Inc position as of Q4 2016 after selling out during the quarter.
  • Lucus Advisors sold 5,792 Citrix Systems Inc shares in Q4 2016, an estimated $393K.
  • Lucus Advisors first reported a position in Citrix Systems Inc in Q4 2014 and held it in 4 quarters.
  • Lucus Advisors's Citrix Systems Inc position peaked at $459K in Q4 2014.
  • 573 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2016.

Based on Lucus Advisors's 13F filing for Q4 2016, filed 31 Jan 2017.