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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Winfield Associates's CTXS Position: Q1 2018 in Review

Winfield Associates sold out of Citrix Systems Inc (CTXS) in Q1 2018, closing a stake of 150 shares — an estimated $14K sold.

Winfield Associates first reported a position in CTXS in Q2 2014 and held it in 15 quarters. The position peaked at $28K in Q2 2017. 552 funds tracked by Wall St. Rank hold CTXS as of Q1 2018.

Winfield Associates reported no remaining Citrix Systems Inc position as of Q1 2018 after selling out during the quarter.
Winfield Associates sold 150 Citrix Systems Inc shares in Q1 2018, an estimated $14K.
Winfield Associates first reported a position in Citrix Systems Inc in Q2 2014 and held it in 15 quarters.
Winfield Associates's Citrix Systems Inc position peaked at $28K in Q2 2017.
552 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.