CA
CALD

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

Cetera 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
2014
Q2 		– Sell
-14,695
Closed -$184K – 643
2014
Q1 		$184K Sell
14,695
-7,558
-34% -$99.3K 0.03% 504
2013
Q4 		$306K Buy
+22,253
New +$244K 0.05% 371

Other funds holding CALD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
WSA
Wall Street Associates Lajolla, California $151M AUM 30.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Cetera Advisors's CALD Position: Q2 2014 in Review

Cetera Advisors sold out of Callidus Software, Inc. (CALD) in Q2 2014, closing a stake of 14,695 shares — an estimated $184K sold.

Cetera Advisors first reported a position in CALD in Q4 2013 and held it in 2 quarters. The position peaked at $306K in Q4 2013. 149 funds tracked by Wall St. Rank hold CALD as of Q2 2014.

  • Cetera Advisors reported no remaining Callidus Software, Inc. position as of Q2 2014 after selling out during the quarter.
  • Cetera Advisors sold 14,695 Callidus Software, Inc. shares in Q2 2014, an estimated $184K.
  • Cetera Advisors first reported a position in Callidus Software, Inc. in Q4 2013 and held it in 2 quarters.
  • Cetera Advisors's Callidus Software, Inc. position peaked at $306K in Q4 2013.
  • 149 funds tracked by Wall St. Rank held Callidus Software, Inc. as of Q2 2014.

Based on Cetera Advisors's 13F filing for Q2 2014, filed 15 Aug 2014.