NC
CTXS

NewSquare Capital’s Citrix Systems Inc CTXS Stock Holding History

NewSquare Capital’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
-271
Closed -$18K – 471
2016
Q3 		$18K Hold
271
– – ﹤0.01% 217
2016
Q2 		$17K Sell
271
-29
-10% -$1.91K ﹤0.01% 224
2016
Q1 		$19K Buy
300
+230
+329% +$13K 0.01% 233
2015
Q4 		$4K Hold
70
– – ﹤0.01% 284
2015
Q3 		$4K Hold
70
– – ﹤0.01% 262
2015
Q2 		$4K Hold
70
– – ﹤0.01% 279
2015
Q1 		$4K Hold
70
– – ﹤0.01% 249
2014
Q4 		$4K Hold
70
– – ﹤0.01% 257
2014
Q3 		$4K Hold
70
– – ﹤0.01% 271
2014
Q2 		$4K Buy
+70
New +$3.36K ﹤0.01% 236
2013
Q4 		– Sell
-213
Closed -$12K – 273
2013
Q3 		$12K Buy
+213
New +$11.9K 0.01% 164

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 $3.37T AUM 44.26% 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 16.26% 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

NewSquare Capital's CTXS Position: Q4 2016 in Review

NewSquare Capital sold out of Citrix Systems Inc (CTXS) in Q4 2016, closing a stake of 271 shares — an estimated $18K sold.

NewSquare Capital first reported a position in CTXS in Q3 2013 and held it in 11 quarters. The position peaked at $19K in Q1 2016. 574 funds tracked by Wall St. Rank hold CTXS as of Q4 2016.

  • NewSquare Capital reported no remaining Citrix Systems Inc position as of Q4 2016 after selling out during the quarter.
  • NewSquare Capital sold 271 Citrix Systems Inc shares in Q4 2016, an estimated $18K.
  • NewSquare Capital first reported a position in Citrix Systems Inc in Q3 2013 and held it in 11 quarters.
  • NewSquare Capital's Citrix Systems Inc position peaked at $19K in Q1 2016.
  • 574 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2016.

Based on NewSquare Capital's 13F filing for Q4 2016, filed 1 Feb 2017.