BIM
CALD

Bogle Investment Management’s Callidus Software, Inc. CALD Stock Holding History

Bogle Investment Management’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
2014
Q3 		– Sell
-41,684
Closed -$497K – 437
2014
Q2 		$497K Sell
41,684
-434,477
-91% -$4.64M 0.03% 279
2014
Q1 		$5.96M Buy
476,161
+151,223
+47% +$1.99M 0.41% 90
2013
Q4 		$4.46M Buy
+324,938
New +$3.56M 0.38% 97

Other funds holding CALD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WSA
Wall Street Associates Lajolla, California $151M AUM 30.3% 1-Year Est. Return

Bogle Investment Management's CALD Position: Q3 2014 in Review

Bogle Investment Management sold out of Callidus Software, Inc. (CALD) in Q3 2014, closing a stake of 41,684 shares — an estimated $497K sold.

Bogle Investment Management first reported a position in CALD in Q4 2013 and held it in 3 quarters. The position peaked at $5.96M in Q1 2014. 140 funds tracked by Wall St. Rank hold CALD as of Q3 2014.

  • Bogle Investment Management reported no remaining Callidus Software, Inc. position as of Q3 2014 after selling out during the quarter.
  • Bogle Investment Management sold 41,684 Callidus Software, Inc. shares in Q3 2014, an estimated $497K.
  • Bogle Investment Management first reported a position in Callidus Software, Inc. in Q4 2013 and held it in 3 quarters.
  • Bogle Investment Management's Callidus Software, Inc. position peaked at $5.96M in Q1 2014.
  • 140 funds tracked by Wall St. Rank held Callidus Software, Inc. as of Q3 2014.

Based on Bogle Investment Management's 13F filing for Q3 2014, filed 13 Nov 2014.