PAS
CTXS

Partnervest Advisory Services’s Citrix Systems Inc CTXS Stock Holding History

Partnervest Advisory Services’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
2014
Q3 		– Sell
-126
Closed -$6K – 853
2014
Q2 		$6K Sell
126
-44
-26% -$2.12K ﹤0.01% 802
2014
Q1 		$8K Sell
170
-81
-32% -$3.82K ﹤0.01% 709
2013
Q4 		$13K Hold
251
– – 0.01% 588
2013
Q3 		$14K Hold
251
– – 0.01% 573
2013
Q2 		$12K Buy
+251
New +$13K 0.01% 565

Other funds holding CTXS

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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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Partnervest Advisory Services's CTXS Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Citrix Systems Inc (CTXS) in Q3 2014, closing a stake of 126 shares — an estimated $6K sold.

Partnervest Advisory Services first reported a position in CTXS in Q2 2013 and held it in 5 quarters. The position peaked at $14K in Q3 2013. 476 funds tracked by Wall St. Rank hold CTXS as of Q3 2014.

  • Partnervest Advisory Services reported no remaining Citrix Systems Inc position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 126 Citrix Systems Inc shares in Q3 2014, an estimated $6K.
  • Partnervest Advisory Services first reported a position in Citrix Systems Inc in Q2 2013 and held it in 5 quarters.
  • Partnervest Advisory Services's Citrix Systems Inc position peaked at $14K in Q3 2013.
  • 476 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.