WP
CTXS

WMS Partners’s Citrix Systems Inc CTXS Stock Holding History

WMS Partners’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
-3,998
Closed -$227K – 250
2014
Q3 		$227K Hold
3,998
– – 0.04% 217
2014
Q2 		$200K Buy
+3,998
New +$192K 0.03% 234
2014
Q1 		– Sell
-3,998
Closed -$201K – 247
2013
Q4 		$201K Hold
3,998
– – 0.03% 222
2013
Q3 		$225K Sell
3,998
-3,755
-48% -$210K 0.04% 174
2013
Q2 		$372K Buy
+7,753
New +$400K 0.07% 139

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

WMS Partners's CTXS Position: Q4 2014 in Review

WMS Partners sold out of Citrix Systems Inc (CTXS) in Q4 2014, closing a stake of 3,998 shares — an estimated $227K sold.

WMS Partners first reported a position in CTXS in Q2 2013 and held it in 5 quarters. The position peaked at $372K in Q2 2013. 484 funds tracked by Wall St. Rank hold CTXS as of Q4 2014.

  • WMS Partners reported no remaining Citrix Systems Inc position as of Q4 2014 after selling out during the quarter.
  • WMS Partners sold 3,998 Citrix Systems Inc shares in Q4 2014, an estimated $227K.
  • WMS Partners first reported a position in Citrix Systems Inc in Q2 2013 and held it in 5 quarters.
  • WMS Partners's Citrix Systems Inc position peaked at $372K in Q2 2013.
  • 484 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2014.

Based on WMS Partners's 13F filing for Q4 2014, filed 13 Feb 2015.