MWM
CTRL

MinichMacGregor Wealth Management’s Control4 Corporation CTRL Stock Holding History

MinichMacGregor Wealth Management’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
-100
Closed -$3K – 589
2018
Q3 		$3K Hold
100
– – ﹤0.01% 435
2018
Q2 		$2K Hold
100
– – ﹤0.01% 461
2018
Q1 		$2K Hold
100
– – ﹤0.01% 440
2017
Q4 		$2K Hold
100
– – ﹤0.01% 432
2017
Q3 		$2K Buy
+100
New +$2.44K ﹤0.01% 406

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

MinichMacGregor Wealth Management's CTRL Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of Control4 Corporation (CTRL) in Q4 2018, closing a stake of 100 shares — an estimated $3K sold.

MinichMacGregor Wealth Management first reported a position in CTRL in Q3 2017 and held it in 5 quarters. The position peaked at $3K in Q3 2018. 179 funds tracked by Wall St. Rank hold CTRL as of Q4 2018.

  • MinichMacGregor Wealth Management reported no remaining Control4 Corporation position as of Q4 2018 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 100 Control4 Corporation shares in Q4 2018, an estimated $3K.
  • MinichMacGregor Wealth Management first reported a position in Control4 Corporation in Q3 2017 and held it in 5 quarters.
  • MinichMacGregor Wealth Management's Control4 Corporation position peaked at $3K in Q3 2018.
  • 179 funds tracked by Wall St. Rank held Control4 Corporation as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.