CCM
XRDC

Coe Capital Management’s Crossroads Capital, Inc XRDC Stock Holding History

Coe Capital Management’s Portfolio XRDC Stock Details XRDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-14,740
Closed -$99K – 221
2013
Q2 		$99K Buy
+14,740
New +$91.3K 0.04% 214

Other funds holding XRDC

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CCB
Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Coe Capital Management's XRDC Position: Q3 2013 in Review

Coe Capital Management sold out of Crossroads Capital, Inc (XRDC) in Q3 2013, closing a stake of 14,740 shares — an estimated $99K sold.

Coe Capital Management first reported a position in XRDC in Q2 2013 and held it in 1 quarter. The position peaked at $99K in Q2 2013. 9 funds tracked by Wall St. Rank hold XRDC as of Q3 2013.

  • Coe Capital Management reported no remaining Crossroads Capital, Inc position as of Q3 2013 after selling out during the quarter.
  • Coe Capital Management sold 14,740 Crossroads Capital, Inc shares in Q3 2013, an estimated $99K.
  • Coe Capital Management first reported a position in Crossroads Capital, Inc in Q2 2013 and held it in 1 quarter.
  • Coe Capital Management's Crossroads Capital, Inc position peaked at $99K in Q2 2013.
  • 9 funds tracked by Wall St. Rank held Crossroads Capital, Inc as of Q3 2013.

Based on Coe Capital Management's 13F filing for Q3 2013, filed 24 Oct 2013.