WPW
CTXS

Waldron Private Wealth’s Citrix Systems Inc CTXS Stock Holding History

Waldron Private Wealth’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
Q1 		– Sell
-4,369
Closed -$220K – 123
2013
Q4 		$220K Buy
+4,369
New +$208K 0.1% 104

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BTS
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BIT
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Massachusetts Financial Services
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Waldron Private Wealth's CTXS Position: Q1 2014 in Review

Waldron Private Wealth sold out of Citrix Systems Inc (CTXS) in Q1 2014, closing a stake of 4,369 shares — an estimated $220K sold.

Waldron Private Wealth first reported a position in CTXS in Q4 2013 and held it in 1 quarter. The position peaked at $220K in Q4 2013. 454 funds tracked by Wall St. Rank hold CTXS as of Q1 2014.

  • Waldron Private Wealth reported no remaining Citrix Systems Inc position as of Q1 2014 after selling out during the quarter.
  • Waldron Private Wealth sold 4,369 Citrix Systems Inc shares in Q1 2014, an estimated $220K.
  • Waldron Private Wealth first reported a position in Citrix Systems Inc in Q4 2013 and held it in 1 quarter.
  • Waldron Private Wealth's Citrix Systems Inc position peaked at $220K in Q4 2013.
  • 454 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q1 2014.

Based on Waldron Private Wealth's 13F filing for Q1 2014, filed 13 May 2014.