Van Hulzen Asset Management’s Control4 Corporation CTRL Stock Holding History

Van Hulzen Asset 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
2019 Q2	–	Sell	-14,594	Closed	-$247K	–	273
2019 Q1	$247K	Sell	14,594 -11,118	-43%	-$201K	0.07%	197
2018 Q4	$453K	Buy	25,712 +10,805	+72%	+$256K	0.13%	116
2018 Q3	$512K	Buy	14,907 +1,035	+7%	+$31.9K	0.14%	122
2018 Q2	$337K	Buy	+13,872	New	+$324K	0.1%	132
2018 Q1	–	Sell	-8,560	Closed	-$255K	–	240
2017 Q4	$255K	Sell	8,560 -225	-3%	-$6.98K	0.08%	175
2017 Q3	$259K	Buy	+8,785	New	+$214K	0.09%	144

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

SFM

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

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

SAM

Sandell Asset Management New York $179M AUM 65.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Van Hulzen Asset Management's CTRL Position: Q2 2019 in Review

Van Hulzen Asset Management sold out of Control4 Corporation (CTRL) in Q2 2019, closing a stake of 14,594 shares — an estimated $247K sold.

Van Hulzen Asset Management first reported a position in CTRL in Q3 2017 and held it in 6 quarters. The position peaked at $512K in Q3 2018. 159 funds tracked by Wall St. Rank hold CTRL as of Q2 2019.

Van Hulzen Asset Management reported no remaining Control4 Corporation position as of Q2 2019 after selling out during the quarter.
Van Hulzen Asset Management sold 14,594 Control4 Corporation shares in Q2 2019, an estimated $247K.
Van Hulzen Asset Management first reported a position in Control4 Corporation in Q3 2017 and held it in 6 quarters.
Van Hulzen Asset Management's Control4 Corporation position peaked at $512K in Q3 2018.
159 funds tracked by Wall St. Rank held Control4 Corporation as of Q2 2019.

Based on Van Hulzen Asset Management's 13F filing for Q2 2019, filed 8 Aug 2019.