ST
CTXS

Stifel Trust’s Citrix Systems Inc CTXS Stock Holding History

Stifel Trust’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
-527
Closed -$27K – 508
2014
Q2 		$27K Hold
527
– – 0.01% 316
2014
Q1 		$25K Hold
527
– – ﹤0.01% 339
2013
Q4 		$27K Sell
527
-14
-3% -$667 0.01% 324
2013
Q3 		$31K Hold
541
– – 0.01% 311
2013
Q2 		$27K Buy
+541
New +$27.9K 0.01% 313

Other funds holding CTXS

Invesco
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

Stifel Trust's CTXS Position: Q3 2014 in Review

Stifel Trust sold out of Citrix Systems Inc (CTXS) in Q3 2014, closing a stake of 527 shares — an estimated $27K sold.

Stifel Trust first reported a position in CTXS in Q2 2013 and held it in 5 quarters. The position peaked at $31K in Q3 2013. 476 funds tracked by Wall St. Rank hold CTXS as of Q3 2014.

  • Stifel Trust reported no remaining Citrix Systems Inc position as of Q3 2014 after selling out during the quarter.
  • Stifel Trust sold 527 Citrix Systems Inc shares in Q3 2014, an estimated $27K.
  • Stifel Trust first reported a position in Citrix Systems Inc in Q2 2013 and held it in 5 quarters.
  • Stifel Trust's Citrix Systems Inc position peaked at $31K in Q3 2013.
  • 476 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.