WFG Advisors’s Crossroads Capital, Inc XRDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-32,477
| Closed | -$74K | – | 1746 |
|
|
2017
Q1 | $74K | Hold |
32,477
| – | – | 0.02% | 565 |
|
|
2016
Q4 | $69K | Sell |
32,477
-2,304
| -7% | -$4.11K | 0.02% | 642 |
|
|
2016
Q3 | $63K | Buy |
34,781
+2,821
| +9% | +$5.73K | 0.02% | 648 |
|
|
2016
Q2 | $66K | Sell |
31,960
-3,876
| -11% | -$9.06K | 0.02% | 620 |
|
|
2016
Q1 | $94K | Buy |
35,836
+1,867
| +5% | +$4.7K | 0.03% | 485 |
|
|
2015
Q4 | $109K | Sell |
33,969
-10,981
| -24% | -$43.6K | 0.03% | 449 |
|
|
2015
Q3 | $211K | Sell |
44,950
-6,242
| -12% | -$30.3K | 0.07% | 279 |
|
|
2015
Q2 | $230K | Sell |
51,192
-16,883
| -25% | -$84.6K | 0.06% | 307 |
|
|
2015
Q1 | $342K | Sell |
68,075
-9,555
| -12% | -$47.2K | 0.1% | 233 |
|
|
2014
Q4 | $380K | Sell |
77,630
-1,130
| -1% | -$5.62K | 0.08% | 288 |
|
|
2014
Q3 | $413K | Buy |
+78,760
| New | +$439K | 0.08% | 295 |
|
|
2014
Q2 | – | Sell |
-94,658
| Closed | -$578K | – | 2124 |
|
|
2014
Q1 | $578K | Sell |
94,658
-20,391
| -18% | -$124K | 0.12% | 208 |
|
|
2013
Q4 | $708K | Buy |
115,049
+20,455
| +22% | +$138K | 0.1% | 233 |
|
|
2013
Q3 | $703K | Sell |
94,594
-7,223
| -7% | -$45.8K | 0.11% | 215 |
|
|
2013
Q2 | $690K | Buy |
+101,817
| New | +$631K | 0.11% | 205 |
|
Other funds holding XRDC
WFG Advisors's XRDC Position: Q2 2017 in Review
WFG Advisors sold out of Crossroads Capital, Inc (XRDC) in Q2 2017, closing a stake of 32,477 shares — an estimated $74K sold.
WFG Advisors first reported a position in XRDC in Q2 2013 and held it in 15 quarters. The position peaked at $708K in Q4 2013. 1 fund tracked by Wall St. Rank holds XRDC as of Q2 2017.
- WFG Advisors reported no remaining Crossroads Capital, Inc position as of Q2 2017 after selling out during the quarter.
- WFG Advisors sold 32,477 Crossroads Capital, Inc shares in Q2 2017, an estimated $74K.
- WFG Advisors first reported a position in Crossroads Capital, Inc in Q2 2013 and held it in 15 quarters.
- WFG Advisors's Crossroads Capital, Inc position peaked at $708K in Q4 2013.
- 1 fund tracked by Wall St. Rank held Crossroads Capital, Inc as of Q2 2017.
Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.