WA
CTXS

Winfield Associates’s Citrix Systems Inc CTXS Stock Holding History

Winfield Associates’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
2018
Q1 		– Sell
-150
Closed -$14K – 719
2017
Q4 		$14K Sell
150
-172
-53% -$14.6K 0.01% 380
2017
Q3 		$25K Sell
322
-35
-10% -$2.72K 0.01% 265
2017
Q2 		$28K Buy
357
+40
+13% +$3.31K 0.02% 246
2017
Q1 		$27K Buy
317
+129
+69% +$10.1K 0.02% 233
2016
Q4 		$13K Hold
188
– – 0.01% 332
2016
Q3 		$13K Hold
188
– – 0.01% 316
2016
Q2 		$12K Hold
188
– – 0.01% 310
2016
Q1 		$12K Hold
188
– – 0.01% 300
2015
Q4 		$11K Hold
188
– – 0.01% 242
2015
Q3 		$10K Hold
188
– – 0.01% 244
2015
Q2 		$11K Hold
188
– – 0.01% 228
2015
Q1 		$10K Hold
188
– – 0.01% 237
2014
Q4 		$10K Hold
188
– – 0.01% 239
2014
Q3 		$11K Hold
188
– – 0.01% 234
2014
Q2 		$9K Buy
+188
New +$9.04K 0.01% 253

Other funds holding CTXS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
EM
Elliott Management New York $5.78B AUM 20.29% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return