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CTRL

UBS’s Control4 Corporation CTRL Stock Holding History

UBS’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
2014
Q3 		$342K Buy
+26,453
New +$416K ﹤0.01% 4641
2014
Q1 		– Sell
-900
Closed -$16K – 11033
2013
Q4 		$16K Buy
900
+470
+109% +$7.75K ﹤0.01% 8455
2013
Q3 		$7K Buy
+430
New +$8.66K ﹤0.01% 9176

Other funds holding CTRL

FC
Foundation Capital Palo Alto, California $55.5M AUM 83.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
ICM
Invicta Capital Management New York $125M AUM 14.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
OAMG
Odey Asset Management Group London, United Kingdom $381M AUM 45.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS's CTRL Position: Q3 2014 in Review

UBS opened a new position in Control4 Corporation (CTRL) in Q3 2014: 26,453 shares worth $342K. The stake represents ﹤0.01% of the portfolio and ranks #4641 among its holdings. This is a return to the name: UBS previously reported a position in CTRL as recently as Q4 2013.

UBS first reported a position in CTRL in Q3 2013 and has held it in 3 quarters since. 82 funds tracked by Wall St. Rank hold CTRL as of Q3 2014.

  • UBS held 26,453 shares of Control4 Corporation worth $342K as of Q3 2014.
  • Control4 Corporation was a new UBS position in Q3 2014.
  • Control4 Corporation made up ﹤0.01% of UBS's portfolio in Q3 2014, its #4641 holding.
  • UBS first reported a position in Control4 Corporation in Q3 2013 and has held it in 3 quarters since.
  • 82 funds tracked by Wall St. Rank held Control4 Corporation as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.