Jim Simons
XRDC

Jim Simons’s Crossroads Capital, Inc XRDC Stock Holding History

Jim Simons’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
-28,441
Closed -$168K – 3082
2014
Q2 		$168K Buy
28,441
+2,241
+9% +$13.8K ﹤0.01% 2597
2014
Q1 		$160K Sell
26,200
-305
-1% -$1.85K ﹤0.01% 2653
2013
Q4 		$163K Buy
+26,505
New +$178K ﹤0.01% 2660

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 2.14% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.95% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 31.93% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 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 $424B AUM 22.96% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jim Simons's XRDC Position: Q3 2014 in Review

Jim Simons sold out of Crossroads Capital, Inc (XRDC) in Q3 2014, closing a stake of 28,441 shares — an estimated $168K sold.

Jim Simons first reported a position in XRDC in Q4 2013 and held it in 3 quarters. The position peaked at $168K in Q2 2014. 14 funds tracked by Wall St. Rank hold XRDC as of Q3 2014.

  • Jim Simons reported no remaining Crossroads Capital, Inc position as of Q3 2014 after selling out during the quarter.
  • Jim Simons sold 28,441 Crossroads Capital, Inc shares in Q3 2014, an estimated $168K.
  • Jim Simons first reported a position in Crossroads Capital, Inc in Q4 2013 and held it in 3 quarters.
  • Jim Simons's Crossroads Capital, Inc position peaked at $168K in Q2 2014.
  • 14 funds tracked by Wall St. Rank held Crossroads Capital, Inc as of Q3 2014.

Based on Renaissance Technologies's 13F filing for Q3 2014, filed 12 Nov 2014.