Creative Planning’s Crossroads Systems, Inc. CRDS Stock Holding History

Creative Planning’s Portfolio CRDS Stock Details CRDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-2,500	Closed	-$11K	–	4687
2016 Q1	$11K	Buy	+2,500	New	+$22.8K	﹤0.01%	3202
2015 Q2	–	Hold	0	–	–	–	3864
2015 Q1	–	Hold	0	–	–	–	4561
2014 Q4	–	Hold	0	–	–	–	4494

Other funds holding CRDS

LSVM

Lone Star Value Management Old Greenwich, Connecticut $52.7M AUM 30.18% 1-Year Est. Return

Kokino LLC Stamford, Connecticut $28M AUM 16.9% 1-Year Est. Return

HCM

Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's CRDS Position: Q2 2016 in Review

Creative Planning sold out of Crossroads Systems, Inc. (CRDS) in Q2 2016, closing a stake of 2,500 shares — an estimated $11K sold.

Creative Planning first reported a position in CRDS in Q1 2016 and held it in 1 quarter. The position peaked at $11K in Q1 2016. 9 funds tracked by Wall St. Rank hold CRDS as of Q2 2016.

Creative Planning reported no remaining Crossroads Systems, Inc. position as of Q2 2016 after selling out during the quarter.
Creative Planning sold 2,500 Crossroads Systems, Inc. shares in Q2 2016, an estimated $11K.
Creative Planning first reported a position in Crossroads Systems, Inc. in Q1 2016 and held it in 1 quarter.
Creative Planning's Crossroads Systems, Inc. position peaked at $11K in Q1 2016.
9 funds tracked by Wall St. Rank held Crossroads Systems, Inc. as of Q2 2016.

Based on Creative Planning's 13F filing for Q2 2016, filed 12 Jul 2016.