BFC
CTXS

Bedel Financial Consulting’s Citrix Systems Inc CTXS Stock Holding History

Bedel Financial Consulting’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
Q2 		– Sell
-59
Closed -$5K – 730
2018
Q1 		$5K Buy
+59
New +$5.43K ﹤0.01% 555

Other funds holding CTXS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EM
Elliott Management New York $11.8B 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 $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Bedel Financial Consulting's CTXS Position: Q2 2018 in Review

Bedel Financial Consulting sold out of Citrix Systems Inc (CTXS) in Q2 2018, closing a stake of 59 shares — an estimated $5K sold.

Bedel Financial Consulting first reported a position in CTXS in Q1 2018 and held it in 1 quarter. The position peaked at $5K in Q1 2018. 587 funds tracked by Wall St. Rank hold CTXS as of Q2 2018.

  • Bedel Financial Consulting reported no remaining Citrix Systems Inc position as of Q2 2018 after selling out during the quarter.
  • Bedel Financial Consulting sold 59 Citrix Systems Inc shares in Q2 2018, an estimated $5K.
  • Bedel Financial Consulting first reported a position in Citrix Systems Inc in Q1 2018 and held it in 1 quarter.
  • Bedel Financial Consulting's Citrix Systems Inc position peaked at $5K in Q1 2018.
  • 587 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q2 2018.

Based on Bedel Financial Consulting's 13F filing for Q2 2018, filed 18 Jul 2018.