Mosaic Family Wealth’s Citrix Systems Inc CTXS Stock Holding History

Mosaic Family Wealth’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
2019 Q2	–	Sell	-236	Closed	-$24K	–	652
2019 Q1	$24K	Hold	236	–	–	0.01%	417
2018 Q4	$24K	Buy	236 +38	+19%	+$4.01K	0.01%	408
2018 Q3	$21K	Hold	198	–	–	0.01%	433
2018 Q2	$21K	Hold	198	–	–	0.01%	462
2018 Q1	$18K	Sell	198 -175	-47%	-$16.1K	0.01%	448
2017 Q4	$33K	Sell	373 -940	-72%	-$79.6K	0.01%	383
2017 Q3	$101K	Buy	1,313 +22	+2%	+$1.71K	0.04%	261
2017 Q2	$103K	Hold	1,291	–	–	0.04%	252
2017 Q1	$108K	Sell	1,291 -354	-22%	-$27.6K	0.05%	250
2016 Q4	$117K	Sell	1,645 -21	-1%	-$1.45K	0.05%	240
2016 Q3	$113K	Sell	1,666 -23	-1%	-$1.57K	0.05%	246
2016 Q2	$108K	Sell	1,689 -73	-4%	-$4.8K	0.05%	242
2016 Q1	$110K	Buy	1,762 +59	+3%	+$3.34K	0.05%	217
2015 Q4	$102K	Buy	+1,703	New	+$105K	0.05%	220

Other funds holding CTXS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Mosaic Family Wealth's CTXS Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Citrix Systems Inc (CTXS) in Q2 2019, closing a stake of 236 shares — an estimated $24K sold.

Mosaic Family Wealth first reported a position in CTXS in Q4 2015 and held it in 14 quarters. The position peaked at $117K in Q4 2016. 607 funds tracked by Wall St. Rank hold CTXS as of Q2 2019.

Mosaic Family Wealth reported no remaining Citrix Systems Inc position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 236 Citrix Systems Inc shares in Q2 2019, an estimated $24K.
Mosaic Family Wealth first reported a position in Citrix Systems Inc in Q4 2015 and held it in 14 quarters.
Mosaic Family Wealth's Citrix Systems Inc position peaked at $117K in Q4 2016.
607 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.