Creative Planning
CALD

Creative Planning’s Callidus Software, Inc. CALD Stock Holding History

Creative Planning’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
Q2 		– Sell
-228
Closed -$5K – 5014
2017
Q1 		$5K Buy
+228
New +$4.38K ﹤0.01% 4007
2016
Q3 		– Sell
-65
Closed -$1K – 4851
2016
Q2 		$1K Buy
+65
New +$1.18K ﹤0.01% 4288
2016
Q1 		– Sell
-2,000
Closed -$37K – 4693
2015
Q4 		$37K Buy
+2,000
New +$37.8K ﹤0.01% 2374

Other funds holding CALD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $865B AUM 30.76% 1-Year Est. Return