MGIA
CTXS

Moneta Group Investment Advisors’s Citrix Systems Inc CTXS Stock Holding History

Moneta Group Investment Advisors’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
Q3 		– Sell
-364
Closed -$38K – 392
2018
Q2 		$38K Buy
364
+254
+231% +$26.1K ﹤0.01% 329
2018
Q1 		$10K Sell
110
-3
-3% -$276 ﹤0.01% 464
2017
Q4 		$10K Buy
+113
New +$9.57K ﹤0.01% 345
2015
Q4 		– Sell
-251
Closed -$14K – 454
2015
Q3 		$14K Buy
+251
New +$14.3K ﹤0.01% 376
2014
Q1 		– Sell
-6,373
Closed -$321K – 129
2013
Q4 		$321K Sell
6,373
-2,619
-29% -$125K 0.19% 88
2013
Q3 		$506K Buy
8,992
+3,812
+74% +$213K 0.33% 57
2013
Q2 		$249K Buy
+5,180
New +$267K 0.18% 96

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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Moneta Group Investment Advisors's CTXS Position: Q3 2018 in Review

Moneta Group Investment Advisors sold out of Citrix Systems Inc (CTXS) in Q3 2018, closing a stake of 364 shares — an estimated $38K sold.

Moneta Group Investment Advisors first reported a position in CTXS in Q2 2013 and held it in 7 quarters. The position peaked at $506K in Q3 2013. 621 funds tracked by Wall St. Rank hold CTXS as of Q3 2018.

  • Moneta Group Investment Advisors reported no remaining Citrix Systems Inc position as of Q3 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 364 Citrix Systems Inc shares in Q3 2018, an estimated $38K.
  • Moneta Group Investment Advisors first reported a position in Citrix Systems Inc in Q2 2013 and held it in 7 quarters.
  • Moneta Group Investment Advisors's Citrix Systems Inc position peaked at $506K in Q3 2013.
  • 621 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q3 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.