WA
CTXS

Waverly Advisors’s Citrix Systems Inc CTXS Stock Holding History

Waverly Advisors’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
-100
Closed -$6K – 710
2014
Q3 		$6K Hold
100
– – ﹤0.01% 604
2014
Q2 		$5K Hold
100
– – ﹤0.01% 599
2014
Q1 		$5K Hold
100
– – ﹤0.01% 568
2013
Q4 		$5K Buy
+100
New +$4.76K ﹤0.01% 685

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

Waverly Advisors's CTXS Position: Q4 2014 in Review

Waverly Advisors sold out of Citrix Systems Inc (CTXS) in Q4 2014, closing a stake of 100 shares — an estimated $6K sold.

Waverly Advisors first reported a position in CTXS in Q4 2013 and held it in 4 quarters. The position peaked at $6K in Q3 2014. 484 funds tracked by Wall St. Rank hold CTXS as of Q4 2014.

  • Waverly Advisors reported no remaining Citrix Systems Inc position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 100 Citrix Systems Inc shares in Q4 2014, an estimated $6K.
  • Waverly Advisors first reported a position in Citrix Systems Inc in Q4 2013 and held it in 4 quarters.
  • Waverly Advisors's Citrix Systems Inc position peaked at $6K in Q3 2014.
  • 484 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2014.

Based on Waverly Advisors's 13F filing for Q4 2014, filed 15 Jan 2015.