MSFP
CTXS

Mark Sheptoff Financial Planning’s Citrix Systems Inc CTXS Stock Holding History

Mark Sheptoff Financial Planning’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
Q3 		– Sell
-14
Closed -$1K – 453
2015
Q2 		$1K Buy
+14
New +$744 ﹤0.01% 379

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BCPEM
Bain Capital Public Equity Management Boston, Massachusetts $1.05B AUM 25.71% 1-Year Est. Return

Mark Sheptoff Financial Planning's CTXS Position: Q3 2015 in Review

Mark Sheptoff Financial Planning sold out of Citrix Systems Inc (CTXS) in Q3 2015, closing a stake of 14 shares — an estimated $1K sold.

Mark Sheptoff Financial Planning first reported a position in CTXS in Q2 2015 and held it in 1 quarter. The position peaked at $1K in Q2 2015. 501 funds tracked by Wall St. Rank hold CTXS as of Q3 2015.

  • Mark Sheptoff Financial Planning reported no remaining Citrix Systems Inc position as of Q3 2015 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 14 Citrix Systems Inc shares in Q3 2015, an estimated $1K.
  • Mark Sheptoff Financial Planning first reported a position in Citrix Systems Inc in Q2 2015 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Citrix Systems Inc position peaked at $1K in Q2 2015.
  • 501 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q3 2015.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2015, filed 12 Nov 2015.