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

First Trust 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
2018 Q1	–	Sell	-22,981	Closed	-$658K	–	2455
2017 Q4	$658K	Sell	22,981 -36,787	-62%	-$1M	﹤0.01%	2003
2017 Q3	$1.47M	Buy	59,768 +16,605	+38%	+$404K	﹤0.01%	1664
2017 Q2	$1.04M	Buy	+43,163	New	+$935K	﹤0.01%	1831
2016 Q4	–	Sell	-71,993	Closed	-$1.32M	–	2557
2016 Q3	$1.32M	Buy	71,993 +31,916	+80%	+$624K	﹤0.01%	1557
2016 Q2	$801K	Buy	+40,077	New	+$724K	﹤0.01%	1797

Other funds holding CALD

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

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

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

WIC

Water Island Capital New York $1.08B AUM 105.75% 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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

First Trust Advisors's CALD Position: Q1 2018 in Review

First Trust Advisors sold out of Callidus Software, Inc. (CALD) in Q1 2018, closing a stake of 22,981 shares — an estimated $658K sold.

First Trust Advisors first reported a position in CALD in Q2 2016 and held it in 5 quarters. The position peaked at $1.47M in Q3 2017. 159 funds tracked by Wall St. Rank hold CALD as of Q1 2018.

First Trust Advisors reported no remaining Callidus Software, Inc. position as of Q1 2018 after selling out during the quarter.
First Trust Advisors sold 22,981 Callidus Software, Inc. shares in Q1 2018, an estimated $658K.
First Trust Advisors first reported a position in Callidus Software, Inc. in Q2 2016 and held it in 5 quarters.
First Trust Advisors's Callidus Software, Inc. position peaked at $1.47M in Q3 2017.
159 funds tracked by Wall St. Rank held Callidus Software, Inc. as of Q1 2018.

Based on First Trust Advisors's 13F filing for Q1 2018, filed 23 Apr 2018.