MWAC
CTXS

Mariner Wealth Advisors (Cincinnati)’s Citrix Systems Inc CTXS Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2015
Q1 		– Sell
-6,430
Closed -$327K – 186
2014
Q4 		$327K Sell
6,430
-816
-11% -$42.2K 0.05% 140
2014
Q3 		$412K Buy
7,246
+289
+4% +$15.7K 0.07% 117
2014
Q2 		$347K Buy
6,957
+628
+10% +$30.2K 0.05% 120
2014
Q1 		$289K Buy
6,329
+439
+7% +$20.7K 0.05% 121
2013
Q4 		$297K Buy
+5,890
New +$281K 0.05% 124

Other funds holding CTXS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCPEM
Bain Capital Public Equity Management Boston, Massachusetts $1.05B AUM 25.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s CTXS Position: Q1 2015 in Review

Mariner Wealth Advisors (Cincinnati) sold out of Citrix Systems Inc (CTXS) in Q1 2015, closing a stake of 6,430 shares — an estimated $327K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in CTXS in Q4 2013 and held it in 5 quarters. The position peaked at $412K in Q3 2014. 455 funds tracked by Wall St. Rank hold CTXS as of Q1 2015.

  • Mariner Wealth Advisors (Cincinnati) reported no remaining Citrix Systems Inc position as of Q1 2015 after selling out during the quarter.
  • Mariner Wealth Advisors (Cincinnati) sold 6,430 Citrix Systems Inc shares in Q1 2015, an estimated $327K.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Citrix Systems Inc in Q4 2013 and held it in 5 quarters.
  • Mariner Wealth Advisors (Cincinnati)'s Citrix Systems Inc position peaked at $412K in Q3 2014.
  • 455 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q1 2015.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q1 2015, filed 23 Apr 2015.