YWP
CTRL

YorkBridge Wealth Partners’s Control4 Corporation CTRL Stock Holding History

YorkBridge Wealth Partners’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
Q3 		– Sell
-79
Closed -$2K – 877
2018
Q2 		$2K Hold
79
– – ﹤0.01% 814
2018
Q1 		$2K Hold
79
– – ﹤0.01% 809
2017
Q4 		$2K Buy
79
+16
+25% +$497 ﹤0.01% 834
2017
Q3 		$2K Buy
+63
New +$1.53K ﹤0.01% 824

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
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

YorkBridge Wealth Partners's CTRL Position: Q3 2018 in Review

YorkBridge Wealth Partners sold out of Control4 Corporation (CTRL) in Q3 2018, closing a stake of 79 shares — an estimated $2K sold.

YorkBridge Wealth Partners first reported a position in CTRL in Q3 2017 and held it in 4 quarters. The position peaked at $2K in Q2 2018. 182 funds tracked by Wall St. Rank hold CTRL as of Q3 2018.

  • YorkBridge Wealth Partners reported no remaining Control4 Corporation position as of Q3 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 79 Control4 Corporation shares in Q3 2018, an estimated $2K.
  • YorkBridge Wealth Partners first reported a position in Control4 Corporation in Q3 2017 and held it in 4 quarters.
  • YorkBridge Wealth Partners's Control4 Corporation position peaked at $2K in Q2 2018.
  • 182 funds tracked by Wall St. Rank held Control4 Corporation as of Q3 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.