Valley Wealth Managers’s Citrix Systems Inc CTXS Stock Holding History

Valley Wealth Managers’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
2017 Q1	–	Sell	-39	Closed	-$3K	–	257
2016 Q4	$3K	Buy	+39	New	+$2.7K	﹤0.01%	212

Other funds holding CTXS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Valley Wealth Managers's CTXS Position: Q1 2017 in Review

Valley Wealth Managers sold out of Citrix Systems Inc (CTXS) in Q1 2017, closing a stake of 39 shares — an estimated $3K sold.

Valley Wealth Managers first reported a position in CTXS in Q4 2016 and held it in 1 quarter. The position peaked at $3K in Q4 2016. 552 funds tracked by Wall St. Rank hold CTXS as of Q1 2017.

Valley Wealth Managers reported no remaining Citrix Systems Inc position as of Q1 2017 after selling out during the quarter.
Valley Wealth Managers sold 39 Citrix Systems Inc shares in Q1 2017, an estimated $3K.
Valley Wealth Managers first reported a position in Citrix Systems Inc in Q4 2016 and held it in 1 quarter.
Valley Wealth Managers's Citrix Systems Inc position peaked at $3K in Q4 2016.
552 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q1 2017.

Based on Valley Wealth Managers's 13F filing for Q1 2017, filed 12 May 2017.