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	–	5012
2017 Q1	$5K	Buy	+228	New	+$4.38K	﹤0.01%	4007
2016 Q3	–	Sell	-65	Closed	-$1K	–	4849
2016 Q2	$1K	Buy	+65	New	+$1.18K	﹤0.01%	4288
2016 Q1	–	Sell	-2,000	Closed	-$37K	–	4690
2015 Q4	$37K	Buy	+2,000	New	+$37.8K	﹤0.01%	2374

Other funds holding CALD

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Creative Planning's CALD Position: Q2 2017 in Review

Creative Planning sold out of Callidus Software, Inc. (CALD) in Q2 2017, closing a stake of 228 shares — an estimated $5K sold.

Creative Planning first reported a position in CALD in Q4 2015 and held it in 3 quarters. The position peaked at $37K in Q4 2015. 152 funds tracked by Wall St. Rank hold CALD as of Q2 2017.

Creative Planning reported no remaining Callidus Software, Inc. position as of Q2 2017 after selling out during the quarter.
Creative Planning sold 228 Callidus Software, Inc. shares in Q2 2017, an estimated $5K.
Creative Planning first reported a position in Callidus Software, Inc. in Q4 2015 and held it in 3 quarters.
Creative Planning's Callidus Software, Inc. position peaked at $37K in Q4 2015.
152 funds tracked by Wall St. Rank held Callidus Software, Inc. as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.