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 $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 $107B AUM 24.58% 1-Year Est. Return