NYLT
CTXS

New York Life Trust’s Citrix Systems Inc CTXS Stock Holding History

New York Life Trust’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 		– Sell
-1,409
Closed -$100K – 251
2016
Q4 		$100K Sell
1,409
-119
-8% -$8.23K 0.48% 82
2016
Q3 		$104K Sell
1,528
-15
-1% -$1.02K 0.51% 61
2016
Q2 		$98K Sell
1,543
-388
-20% -$25.5K 0.48% 64
2016
Q1 		$121K Sell
1,931
-98
-5% -$5.54K 0.52% 52
2015
Q4 		$122K Buy
2,029
+5
+0.2% +$307 0.52% 62
2015
Q3 		$112K Buy
2,024
+1,013
+100% +$57.7K 0.5% 71
2015
Q2 		$56K Sell
1,011
-1,527
-60% -$81.1K 0.23% 140
2015
Q1 		$129K Buy
2,538
+65
+3% +$3.2K 0.51% 72
2014
Q4 		$126K Buy
+2,473
New +$128K 0.5% 77

Other funds holding CTXS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

New York Life Trust's CTXS Position: Q1 2017 in Review

New York Life Trust sold out of Citrix Systems Inc (CTXS) in Q1 2017, closing a stake of 1,409 shares — an estimated $100K sold.

New York Life Trust first reported a position in CTXS in Q4 2014 and held it in 9 quarters. The position peaked at $129K in Q1 2015. 552 funds tracked by Wall St. Rank hold CTXS as of Q1 2017.

  • New York Life Trust reported no remaining Citrix Systems Inc position as of Q1 2017 after selling out during the quarter.
  • New York Life Trust sold 1,409 Citrix Systems Inc shares in Q1 2017, an estimated $100K.
  • New York Life Trust first reported a position in Citrix Systems Inc in Q4 2014 and held it in 9 quarters.
  • New York Life Trust's Citrix Systems Inc position peaked at $129K in Q1 2015.
  • 552 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q1 2017.

Based on New York Life Trust's 13F filing for Q1 2017, filed 12 May 2017.