MSFP
CTRL

Mark Sheptoff Financial Planning’s Control4 Corporation CTRL Stock Holding History

Mark Sheptoff Financial 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
2018
Q4 		– Sell
-700
Closed -$24K – 378
2018
Q3 		$24K Hold
700
– – 0.02% 220
2018
Q2 		$17K Hold
700
– – 0.01% 236
2018
Q1 		$15K Hold
700
– – 0.01% 256
2017
Q4 		$21K Hold
700
– – 0.01% 233
2017
Q3 		$21K Hold
700
– – 0.01% 235
2017
Q2 		$14K Sell
700
-1
-0.1% -$18 0.01% 260
2017
Q1 		$11K Sell
701
-999
-59% -$13.4K 0.01% 276
2016
Q4 		$17K Buy
+1,700
New +$19.4K 0.01% 235

Other funds holding CTRL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mark Sheptoff Financial Planning's CTRL Position: Q4 2018 in Review

Mark Sheptoff Financial Planning sold out of Control4 Corporation (CTRL) in Q4 2018, closing a stake of 700 shares — an estimated $24K sold.

Mark Sheptoff Financial Planning first reported a position in CTRL in Q4 2016 and held it in 8 quarters. The position peaked at $24K in Q3 2018. 179 funds tracked by Wall St. Rank hold CTRL as of Q4 2018.

  • Mark Sheptoff Financial Planning reported no remaining Control4 Corporation position as of Q4 2018 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 700 Control4 Corporation shares in Q4 2018, an estimated $24K.
  • Mark Sheptoff Financial Planning first reported a position in Control4 Corporation in Q4 2016 and held it in 8 quarters.
  • Mark Sheptoff Financial Planning's Control4 Corporation position peaked at $24K in Q3 2018.
  • 179 funds tracked by Wall St. Rank held Control4 Corporation as of Q4 2018.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2018, filed 11 Feb 2019.