Creative Planning’s Control4 Corporation CTRL Stock Holding History

Creative Planning’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
2017 Q3	–	Sell	-290	Closed	-$6K	–	4290
2017 Q2	$6K	Sell	290 -147	-34%	-$2.65K	﹤0.01%	3948
2017 Q1	$7K	Buy	437 +247	+130%	+$3.31K	﹤0.01%	3829
2016 Q4	$2K	Sell	190 -84	-31%	-$957	﹤0.01%	4355
2016 Q3	$3K	Buy	274 +84	+44%	+$860	﹤0.01%	4167
2016 Q2	$2K	Hold	190	–	–	﹤0.01%	4092
2016 Q1	$2K	Hold	190	–	–	﹤0.01%	4030
2015 Q4	$1K	Hold	190	–	–	﹤0.01%	4307
2015 Q3	$2K	Buy	+190	New	+$1.56K	﹤0.01%	4013
2015 Q2	–	Sell	-190	Closed	-$2K	–	3531
2015 Q1	$2K	Hold	190	–	–	﹤0.01%	3946
2014 Q4	$3K	Hold	190	–	–	﹤0.01%	3752
2014 Q3	$2K	Hold	190	–	–	﹤0.01%	3727
2014 Q2	$4K	Hold	190	–	–	﹤0.01%	3347
2014 Q1	$4K	Buy	190 +100	+111%	+$2.23K	﹤0.01%	3211
2013 Q4	$2K	Hold	90	–	–	﹤0.01%	3141
2013 Q3	$2K	Buy	+90	New	+$1.81K	﹤0.01%	3023

Other funds holding CTRL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Creative Planning's CTRL Position: Q3 2017 in Review

Creative Planning sold out of Control4 Corporation (CTRL) in Q3 2017, closing a stake of 290 shares — an estimated $6K sold.

Creative Planning first reported a position in CTRL in Q3 2013 and held it in 15 quarters. The position peaked at $7K in Q1 2017. 156 funds tracked by Wall St. Rank hold CTRL as of Q3 2017.

Creative Planning reported no remaining Control4 Corporation position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 290 Control4 Corporation shares in Q3 2017, an estimated $6K.
Creative Planning first reported a position in Control4 Corporation in Q3 2013 and held it in 15 quarters.
Creative Planning's Control4 Corporation position peaked at $7K in Q1 2017.
156 funds tracked by Wall St. Rank held Control4 Corporation as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.