BIG
CTXS

Bellwether Investment Group’s Citrix Systems Inc CTXS Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-108
Closed -$9K – 670
2017
Q1 		$9K Sell
108
-34
-24% -$2.65K 0.02% 528
2016
Q4 		$10K Buy
+142
New +$9.82K 0.01% 649

Other funds holding CTXS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bellwether Investment Group's CTXS Position: Q2 2017 in Review

Bellwether Investment Group sold out of Citrix Systems Inc (CTXS) in Q2 2017, closing a stake of 108 shares — an estimated $9K sold.

Bellwether Investment Group first reported a position in CTXS in Q4 2016 and held it in 2 quarters. The position peaked at $10K in Q4 2016. 546 funds tracked by Wall St. Rank hold CTXS as of Q2 2017.

  • Bellwether Investment Group reported no remaining Citrix Systems Inc position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 108 Citrix Systems Inc shares in Q2 2017, an estimated $9K.
  • Bellwether Investment Group first reported a position in Citrix Systems Inc in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Citrix Systems Inc position peaked at $10K in Q4 2016.
  • 546 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.