SFM
CTXS

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

Systematic 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
2014
Q4 		– Sell
-140,750
Closed -$8M – 734
2014
Q3 		$8M Buy
+140,750
New +$7.65M 0.06% 299
2013
Q4 		– Sell
-3,349
Closed -$188K – 708
2013
Q3 		$188K Buy
3,349
+279
+9% +$15.6K ﹤0.01% 626
2013
Q2 		$147K Buy
+3,070
New +$158K ﹤0.01% 617

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 $2.9T AUM 29.55% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BCPEM
Bain Capital Public Equity Management Boston, Massachusetts $1.05B AUM 25.71% 1-Year Est. Return

Systematic Financial Management's CTXS Position: Q4 2014 in Review

Systematic Financial Management sold out of Citrix Systems Inc (CTXS) in Q4 2014, closing a stake of 140,750 shares — an estimated $8M sold.

Systematic Financial Management first reported a position in CTXS in Q2 2013 and held it in 3 quarters. The position peaked at $8M in Q3 2014. 484 funds tracked by Wall St. Rank hold CTXS as of Q4 2014.

  • Systematic Financial Management reported no remaining Citrix Systems Inc position as of Q4 2014 after selling out during the quarter.
  • Systematic Financial Management sold 140,750 Citrix Systems Inc shares in Q4 2014, an estimated $8M.
  • Systematic Financial Management first reported a position in Citrix Systems Inc in Q2 2013 and held it in 3 quarters.
  • Systematic Financial Management's Citrix Systems Inc position peaked at $8M in Q3 2014.
  • 484 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2014.

Based on Systematic Financial Management's 13F filing for Q4 2014, filed 10 Feb 2015.