Capstone Investment Advisors
CALD

Capstone Investment Advisors’s Callidus Software, Inc. CALD Stock Holding History

Capstone Investment 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
2017
Q4 		– Sell
-11,200
Closed -$276K – 738
2017
Q3 		$276K Buy
+11,200
New +$272K 0.01% 414
2017
Q2 		– Sell
-23,343
Closed -$498K – 1067
2017
Q1 		$498K Buy
+23,343
New +$448K 0.01% 599

Other funds holding CALD

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capstone Investment Advisors's CALD Position: Q4 2017 in Review

Capstone Investment Advisors sold out of Callidus Software, Inc. (CALD) in Q4 2017, closing a stake of 11,200 shares — an estimated $276K sold.

Capstone Investment Advisors first reported a position in CALD in Q1 2017 and held it in 2 quarters. The position peaked at $498K in Q1 2017. 171 funds tracked by Wall St. Rank hold CALD as of Q4 2017.

  • Capstone Investment Advisors reported no remaining Callidus Software, Inc. position as of Q4 2017 after selling out during the quarter.
  • Capstone Investment Advisors sold 11,200 Callidus Software, Inc. shares in Q4 2017, an estimated $276K.
  • Capstone Investment Advisors first reported a position in Callidus Software, Inc. in Q1 2017 and held it in 2 quarters.
  • Capstone Investment Advisors's Callidus Software, Inc. position peaked at $498K in Q1 2017.
  • 171 funds tracked by Wall St. Rank held Callidus Software, Inc. as of Q4 2017.

Based on Capstone Investment Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.