FFA
XRDC

First Foundation Advisors’s Crossroads Capital, Inc XRDC Stock Holding History

First Foundation Advisors’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
2014
Q3 		– Sell
-43,842
Closed -$259K – 259
2014
Q2 		$259K Buy
+43,842
New +$270K 0.03% 180

Other funds holding XRDC

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 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
CAM
CMT Asset Management Chicago, Illinois $1.02M AUM 41.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Foundation Advisors's XRDC Position: Q3 2014 in Review

First Foundation Advisors sold out of Crossroads Capital, Inc (XRDC) in Q3 2014, closing a stake of 43,842 shares — an estimated $259K sold.

First Foundation Advisors first reported a position in XRDC in Q2 2014 and held it in 1 quarter. The position peaked at $259K in Q2 2014. 14 funds tracked by Wall St. Rank hold XRDC as of Q3 2014.

  • First Foundation Advisors reported no remaining Crossroads Capital, Inc position as of Q3 2014 after selling out during the quarter.
  • First Foundation Advisors sold 43,842 Crossroads Capital, Inc shares in Q3 2014, an estimated $259K.
  • First Foundation Advisors first reported a position in Crossroads Capital, Inc in Q2 2014 and held it in 1 quarter.
  • First Foundation Advisors's Crossroads Capital, Inc position peaked at $259K in Q2 2014.
  • 14 funds tracked by Wall St. Rank held Crossroads Capital, Inc as of Q3 2014.

Based on First Foundation Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.