WAS
CTXS

Winch Advisory Services’s Citrix Systems Inc CTXS Stock Holding History

Winch Advisory Services’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
-36,589
Closed -$2.08M – 191
2014
Q3 		$2.08M Buy
36,589
+26,241
+254% +$1.43M 1.33% 25
2014
Q2 		$515K Buy
+10,348
New +$497K 0.3% 67

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 $121B AUM 27.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Epoch Investment Partners
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock Institutional Trust
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
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Winch Advisory Services's CTXS Position: Q4 2014 in Review

Winch Advisory Services sold out of Citrix Systems Inc (CTXS) in Q4 2014, closing a stake of 36,589 shares — an estimated $2.08M sold.

Winch Advisory Services first reported a position in CTXS in Q2 2014 and held it in 2 quarters. The position peaked at $2.08M in Q3 2014. 484 funds tracked by Wall St. Rank hold CTXS as of Q4 2014.

  • Winch Advisory Services reported no remaining Citrix Systems Inc position as of Q4 2014 after selling out during the quarter.
  • Winch Advisory Services sold 36,589 Citrix Systems Inc shares in Q4 2014, an estimated $2.08M.
  • Winch Advisory Services first reported a position in Citrix Systems Inc in Q2 2014 and held it in 2 quarters.
  • Winch Advisory Services's Citrix Systems Inc position peaked at $2.08M in Q3 2014.
  • 484 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2014.

Based on Winch Advisory Services's 13F filing for Q4 2014, filed 11 Feb 2015.