Creative Planning
XRDC

Creative Planning’s Crossroads Capital, Inc XRDC Stock Holding History

Creative Planning’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
2016
Q4 		– Sell
-455
Closed -$1K – 5035
2016
Q3 		$1K Sell
455
-1,700
-79% -$3.46K ﹤0.01% 4521
2016
Q2 		$4K Buy
2,155
+455
+27% +$1.06K ﹤0.01% 3824
2016
Q1 		$4K Buy
+1,700
New +$4.28K ﹤0.01% 3755
2014
Q4 		– Sell
-95
Closed – – 4470
2014
Q3 		$0 Buy
+95
New +$530 ﹤0.01% 4265

Other funds holding XRDC

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RCM
Radcliffe Capital Management Bala Cynwyd, Pennsylvania $1.33B AUM 1.18% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Planning's XRDC Position: Q4 2016 in Review

Creative Planning sold out of Crossroads Capital, Inc (XRDC) in Q4 2016, closing a stake of 455 shares — an estimated $1K sold.

Creative Planning first reported a position in XRDC in Q3 2014 and held it in 4 quarters. The position peaked at $4K in Q2 2016. 13 funds tracked by Wall St. Rank hold XRDC as of Q4 2016.

  • Creative Planning reported no remaining Crossroads Capital, Inc position as of Q4 2016 after selling out during the quarter.
  • Creative Planning sold 455 Crossroads Capital, Inc shares in Q4 2016, an estimated $1K.
  • Creative Planning first reported a position in Crossroads Capital, Inc in Q3 2014 and held it in 4 quarters.
  • Creative Planning's Crossroads Capital, Inc position peaked at $4K in Q2 2016.
  • 13 funds tracked by Wall St. Rank held Crossroads Capital, Inc as of Q4 2016.

Based on Creative Planning's 13F filing for Q4 2016, filed 9 Jan 2017.