SBIA
CTXS

Sheaff Brock Investment Advisors’s Citrix Systems Inc CTXS Stock Holding History

Sheaff Brock Investment Advisors’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
-14,160
Closed -$1.01M – 649
2016
Q4 		$1.01M Buy
14,160
+1,070
+8% +$74K 0.13% 158
2016
Q3 		$888K Sell
13,090
-5,456
-29% -$372K 0.12% 173
2016
Q2 		$1.18M Sell
18,546
-7,592
-29% -$500K 0.15% 147
2016
Q1 		$1.64M Sell
26,138
-7,835
-23% -$443K 0.2% 102
2015
Q4 		$2.05M Buy
+33,973
New +$2.09M 0.23% 106

Other funds holding CTXS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return

Sheaff Brock Investment Advisors's CTXS Position: Q1 2017 in Review

Sheaff Brock Investment Advisors sold out of Citrix Systems Inc (CTXS) in Q1 2017, closing a stake of 14,160 shares — an estimated $1.01M sold.

Sheaff Brock Investment Advisors first reported a position in CTXS in Q4 2015 and held it in 5 quarters. The position peaked at $2.05M in Q4 2015. 552 funds tracked by Wall St. Rank hold CTXS as of Q1 2017.

  • Sheaff Brock Investment Advisors reported no remaining Citrix Systems Inc position as of Q1 2017 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 14,160 Citrix Systems Inc shares in Q1 2017, an estimated $1.01M.
  • Sheaff Brock Investment Advisors first reported a position in Citrix Systems Inc in Q4 2015 and held it in 5 quarters.
  • Sheaff Brock Investment Advisors's Citrix Systems Inc position peaked at $2.05M in Q4 2015.
  • 552 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q1 2017.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2017, filed 2 May 2017.