Morgan Stanley
XRDC

Morgan Stanley’s Crossroads Capital, Inc XRDC Stock Holding History

Morgan Stanley’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
-801
Closed -$1K – 6632
2016
Q3 		$1K Hold
801
– – ﹤0.01% 6471
2016
Q2 		$2K Hold
801
– – ﹤0.01% 6395
2016
Q1 		$2K Hold
801
– – ﹤0.01% 6434
2015
Q4 		$3K Hold
801
– – ﹤0.01% 6483
2015
Q3 		$4K Hold
801
– – ﹤0.01% 6431
2015
Q2 		$4K Buy
801
+609
+317% +$3.05K ﹤0.01% 6455
2015
Q1 		$1K Hold
192
– – ﹤0.01% 6513
2014
Q4 		$1K Buy
+192
New +$955 ﹤0.01% 6520
2014
Q2 		– Sell
-1,499
Closed -$9K – 6687
2014
Q1 		$9K Buy
1,499
+251
+20% +$1.52K ﹤0.01% 6153
2013
Q4 		$8K Buy
+1,248
New +$8.4K ﹤0.01% 6089

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

Morgan Stanley's XRDC Position: Q4 2016 in Review

Morgan Stanley sold out of Crossroads Capital, Inc (XRDC) in Q4 2016, closing a stake of 801 shares — an estimated $1K sold.

Morgan Stanley first reported a position in XRDC in Q4 2013 and held it in 10 quarters. The position peaked at $9K in Q1 2014. 13 funds tracked by Wall St. Rank hold XRDC as of Q4 2016.

  • Morgan Stanley reported no remaining Crossroads Capital, Inc position as of Q4 2016 after selling out during the quarter.
  • Morgan Stanley sold 801 Crossroads Capital, Inc shares in Q4 2016, an estimated $1K.
  • Morgan Stanley first reported a position in Crossroads Capital, Inc in Q4 2013 and held it in 10 quarters.
  • Morgan Stanley's Crossroads Capital, Inc position peaked at $9K in Q1 2014.
  • 13 funds tracked by Wall St. Rank held Crossroads Capital, Inc as of Q4 2016.

Based on Morgan Stanley's 13F filing for Q4 2016, filed 13 Feb 2017.