SKK
CTXS

Shepherd Kaplan Krochuk’s Citrix Systems Inc CTXS Stock Holding History

Shepherd Kaplan Krochuk’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
Q1 		– Sell
-3,435
Closed -$207K – 380
2015
Q4 		$207K Buy
+3,435
New +$211K 0.05% 270

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Shepherd Kaplan Krochuk's CTXS Position: Q1 2016 in Review

Shepherd Kaplan Krochuk sold out of Citrix Systems Inc (CTXS) in Q1 2016, closing a stake of 3,435 shares — an estimated $207K sold.

Shepherd Kaplan Krochuk first reported a position in CTXS in Q4 2015 and held it in 1 quarter. The position peaked at $207K in Q4 2015. 538 funds tracked by Wall St. Rank hold CTXS as of Q1 2016.

  • Shepherd Kaplan Krochuk reported no remaining Citrix Systems Inc position as of Q1 2016 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 3,435 Citrix Systems Inc shares in Q1 2016, an estimated $207K.
  • Shepherd Kaplan Krochuk first reported a position in Citrix Systems Inc in Q4 2015 and held it in 1 quarter.
  • Shepherd Kaplan Krochuk's Citrix Systems Inc position peaked at $207K in Q4 2015.
  • 538 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q1 2016.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2016, filed 16 May 2016.