MWPCG
CTXS

Measured Wealth Private Client Group’s Citrix Systems Inc CTXS Stock Holding History

Measured Wealth Private Client 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
2018
Q4 		– Sell
-289
Closed -$32K – 769
2018
Q3 		$32K Buy
+289
New +$32K 0.02% 440

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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Measured Wealth Private Client Group's CTXS Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Citrix Systems Inc (CTXS) in Q4 2018, closing a stake of 289 shares — an estimated $32K sold.

Measured Wealth Private Client Group first reported a position in CTXS in Q3 2018 and held it in 1 quarter. The position peaked at $32K in Q3 2018. 640 funds tracked by Wall St. Rank hold CTXS as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Citrix Systems Inc position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 289 Citrix Systems Inc shares in Q4 2018, an estimated $32K.
  • Measured Wealth Private Client Group first reported a position in Citrix Systems Inc in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Citrix Systems Inc position peaked at $32K in Q3 2018.
  • 640 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.