SFM
CTXS

Signature Financial Management’s Citrix Systems Inc CTXS Stock Holding History

Signature Financial Management’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
2015
Q2 		– Sell
-3,943
Closed -$201K – 106
2015
Q1 		$201K Hold
3,943
– – 0.13% 93
2014
Q4 		$200K Sell
3,943
-155
-4% -$8.01K 0.14% 83
2014
Q3 		$233K Hold
4,098
– – 0.17% 79
2014
Q2 		$204K Buy
+4,098
New +$197K 0.16% 86

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Signature Financial Management's CTXS Position: Q2 2015 in Review

Signature Financial Management sold out of Citrix Systems Inc (CTXS) in Q2 2015, closing a stake of 3,943 shares — an estimated $201K sold.

Signature Financial Management first reported a position in CTXS in Q2 2014 and held it in 4 quarters. The position peaked at $233K in Q3 2014. 470 funds tracked by Wall St. Rank hold CTXS as of Q2 2015.

  • Signature Financial Management reported no remaining Citrix Systems Inc position as of Q2 2015 after selling out during the quarter.
  • Signature Financial Management sold 3,943 Citrix Systems Inc shares in Q2 2015, an estimated $201K.
  • Signature Financial Management first reported a position in Citrix Systems Inc in Q2 2014 and held it in 4 quarters.
  • Signature Financial Management's Citrix Systems Inc position peaked at $233K in Q3 2014.
  • 470 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q2 2015.

Based on Signature Financial Management's 13F filing for Q2 2015, filed 12 Aug 2015.