BRWA
CALD

B. Riley Wealth Advisors’s Callidus Software, Inc. CALD Stock Holding History

B. Riley Wealth Advisors’s Portfolio CALD Stock Details CALD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-135
Closed -$2K – 2416
2014
Q4 		$2K Buy
+135
New +$1.98K ﹤0.01% 3476

Other funds holding CALD

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

B. Riley Wealth Advisors's CALD Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Callidus Software, Inc. (CALD) in Q1 2015, closing a stake of 135 shares — an estimated $2K sold.

B. Riley Wealth Advisors first reported a position in CALD in Q4 2014 and held it in 1 quarter. The position peaked at $2K in Q4 2014. 157 funds tracked by Wall St. Rank hold CALD as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Callidus Software, Inc. position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 135 Callidus Software, Inc. shares in Q1 2015, an estimated $2K.
  • B. Riley Wealth Advisors first reported a position in Callidus Software, Inc. in Q4 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Callidus Software, Inc. position peaked at $2K in Q4 2014.
  • 157 funds tracked by Wall St. Rank held Callidus Software, Inc. as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.