GW&K Investment Management’s Callidus Software, Inc. CALD Stock Holding History

GW&K Investment Management’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	-1,097,903	Closed	-$31.5M	–	304
2017 Q4	$31.5M	Sell	1,097,903 -102,256	-9%	-$2.79M	0.54%	69
2017 Q3	$29.6M	Sell	1,200,159 -3,679	-0.3%	-$89.5K	0.49%	86
2017 Q2	$29.1M	Sell	1,203,838 -36,513	-3%	-$791K	0.5%	87
2017 Q1	$26.5M	Sell	1,240,351 -1,907	-0.2%	-$36.6K	0.5%	89
2016 Q4	$20.9M	Sell	1,242,258 -189,069	-13%	-$3.23M	0.41%	109
2016 Q3	$26.3M	Buy	1,431,327 +71,429	+5%	+$1.4M	0.49%	86
2016 Q2	$27.2M	Buy	1,359,898 +471,708	+53%	+$8.52M	0.56%	74
2016 Q1	$14.8M	Buy	+888,190	New	+$13.2M	0.33%	117

Other funds holding CALD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GW&K Investment Management's CALD Position: Q1 2018 in Review

GW&K Investment Management sold out of Callidus Software, Inc. (CALD) in Q1 2018, closing a stake of 1,097,903 shares — an estimated $31.5M sold.

GW&K Investment Management first reported a position in CALD in Q1 2016 and held it in 8 quarters. The position peaked at $31.5M in Q4 2017. 159 funds tracked by Wall St. Rank hold CALD as of Q1 2018.

GW&K Investment Management reported no remaining Callidus Software, Inc. position as of Q1 2018 after selling out during the quarter.
GW&K Investment Management sold 1,097,903 Callidus Software, Inc. shares in Q1 2018, an estimated $31.5M.
GW&K Investment Management first reported a position in Callidus Software, Inc. in Q1 2016 and held it in 8 quarters.
GW&K Investment Management's Callidus Software, Inc. position peaked at $31.5M in Q4 2017.
159 funds tracked by Wall St. Rank held Callidus Software, Inc. as of Q1 2018.

Based on GW&K Investment Management's 13F filing for Q1 2018, filed 8 May 2018.