WAM
CTRL

Wealthspire Advisors (Maryland)’s Control4 Corporation CTRL Stock Holding History

Wealthspire Advisors (Maryland)’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
-8
Closed – – 2458
2019
Q1 		$0 Sell
8
-446
-98% -$8.04K ﹤0.01% 2657
2018
Q4 		$8K Buy
454
+94
+26% +$2.23K ﹤0.01% 1579
2018
Q3 		$12K Sell
360
-428
-54% -$13.2K ﹤0.01% 1471
2018
Q2 		$19K Buy
788
+8
+1% +$187 ﹤0.01% 1338
2018
Q1 		$17K Sell
780
-19
-2% -$509 ﹤0.01% 1361
2017
Q4 		$24K Sell
799
-88
-10% -$2.73K ﹤0.01% 1273
2017
Q3 		$26K Sell
887
-329
-27% -$8.01K ﹤0.01% 1212
2017
Q2 		$24K Buy
1,216
+495
+69% +$8.91K ﹤0.01% 1207
2017
Q1 		$11K Sell
721
-19
-3% -$255 ﹤0.01% 1326
2016
Q4 		$8K Sell
740
-154
-17% -$1.75K ﹤0.01% 1308
2016
Q3 		$11K Buy
894
+141
+19% +$1.44K ﹤0.01% 1238
2016
Q2 		$6K Buy
753
+133
+21% +$1.03K ﹤0.01% 1323
2016
Q1 		$5K Buy
620
+68
+12% +$506 ﹤0.01% 1362
2015
Q4 		$4K Buy
+552
New +$4.22K ﹤0.01% 1419

Other funds holding CTRL

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

Wealthspire Advisors (Maryland)'s CTRL Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Control4 Corporation (CTRL) in Q2 2019, closing a stake of 8 shares.

Wealthspire Advisors (Maryland) first reported a position in CTRL in Q4 2015 and held it in 14 quarters. The position peaked at $26K in Q3 2017. 159 funds tracked by Wall St. Rank hold CTRL as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Control4 Corporation position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 8 Control4 Corporation shares in Q2 2019.
  • Wealthspire Advisors (Maryland) first reported a position in Control4 Corporation in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Control4 Corporation position peaked at $26K in Q3 2017.
  • 159 funds tracked by Wall St. Rank held Control4 Corporation as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.