Carson Wealth (CWM LLC)
CTRL

Carson Wealth (CWM LLC)’s Control4 Corporation CTRL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CTRL Stock Details CTRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-250
Closed -$4K – 662
2013
Q3 		$4K Buy
+250
New +$5.03K ﹤0.01% 406

Other funds holding CTRL

CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ICM
Invicta Capital Management New York $125M AUM 14.3% 1-Year Est. Return
CPIM
Columbia Partners Investment Management Alexandria, Virginia $257M AUM 8.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CTRL Position: Q4 2013 in Review

Carson Wealth (CWM LLC) sold out of Control4 Corporation (CTRL) in Q4 2013, closing a stake of 250 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in CTRL in Q3 2013 and held it in 1 quarter. The position peaked at $4K in Q3 2013. 57 funds tracked by Wall St. Rank hold CTRL as of Q4 2013.

  • Carson Wealth (CWM LLC) reported no remaining Control4 Corporation position as of Q4 2013 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 250 Control4 Corporation shares in Q4 2013, an estimated $4K.
  • Carson Wealth (CWM LLC) first reported a position in Control4 Corporation in Q3 2013 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Control4 Corporation position peaked at $4K in Q3 2013.
  • 57 funds tracked by Wall St. Rank held Control4 Corporation as of Q4 2013.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2013, filed 14 Feb 2014.