West Branch Capital’s Citrix Systems Inc CTXS Stock Holding History

West Branch Capital’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
2019 Q2	–	Sell	-2,026	Closed	-$202K	–	95
2019 Q1	$202K	Sell	2,026 -3,011	-60%	-$312K	0.18%	81
2018 Q4	$516K	Sell	5,037 -244	-5%	-$25.8K	0.54%	47
2018 Q3	$587K	Sell	5,281 -14	-0.3%	-$1.55K	0.44%	55
2018 Q2	$555K	Buy	5,295 +2,210	+72%	+$227K	0.44%	58
2018 Q1	$286K	Buy	+3,085	New	+$284K	0.31%	55

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

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

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

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

West Branch Capital's CTXS Position: Q2 2019 in Review

West Branch Capital sold out of Citrix Systems Inc (CTXS) in Q2 2019, closing a stake of 2,026 shares — an estimated $202K sold.

West Branch Capital first reported a position in CTXS in Q1 2018 and held it in 5 quarters. The position peaked at $587K in Q3 2018. 607 funds tracked by Wall St. Rank hold CTXS as of Q2 2019.

West Branch Capital reported no remaining Citrix Systems Inc position as of Q2 2019 after selling out during the quarter.
West Branch Capital sold 2,026 Citrix Systems Inc shares in Q2 2019, an estimated $202K.
West Branch Capital first reported a position in Citrix Systems Inc in Q1 2018 and held it in 5 quarters.
West Branch Capital's Citrix Systems Inc position peaked at $587K in Q3 2018.
607 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q2 2019.

Based on West Branch Capital's 13F filing for Q2 2019, filed 5 Aug 2019.