TSWM
CTXS

Triangle Securities Wealth Management’s Citrix Systems Inc CTXS Stock Holding History

Triangle Securities Wealth 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
2013
Q3 		– Sell
-829
Closed -$40K – 403
2013
Q2 		$40K Buy
+829
New +$42.8K 0.03% 289

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Triangle Securities Wealth Management's CTXS Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of Citrix Systems Inc (CTXS) in Q3 2013, closing a stake of 829 shares — an estimated $40K sold.

Triangle Securities Wealth Management first reported a position in CTXS in Q2 2013 and held it in 1 quarter. The position peaked at $40K in Q2 2013. 480 funds tracked by Wall St. Rank hold CTXS as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining Citrix Systems Inc position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 829 Citrix Systems Inc shares in Q3 2013, an estimated $40K.
  • Triangle Securities Wealth Management first reported a position in Citrix Systems Inc in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's Citrix Systems Inc position peaked at $40K in Q2 2013.
  • 480 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.