HCC
CALD

Hirtle Callaghan & Co’s Callidus Software, Inc. CALD Stock Holding History

Hirtle Callaghan & Co’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
2015
Q1 		– Sell
-7,000
Closed -$114K – 441
2014
Q4 		$114K Hold
7,000
– – 0.03% 228
2014
Q3 		$84K Hold
7,000
– – 0.01% 258
2014
Q2 		$84K Buy
7,000
+3,000
+75% +$32.1K 0.01% 305
2014
Q1 		$50K Hold
4,000
– – 0.01% 352
2013
Q4 		$55K Hold
4,000
– – 0.01% 322
2013
Q3 		$37K Buy
+4,000
New +$30.2K 0.01% 379

Other funds holding CALD

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Hirtle Callaghan & Co's CALD Position: Q1 2015 in Review

Hirtle Callaghan & Co sold out of Callidus Software, Inc. (CALD) in Q1 2015, closing a stake of 7,000 shares — an estimated $114K sold.

Hirtle Callaghan & Co first reported a position in CALD in Q3 2013 and held it in 6 quarters. The position peaked at $114K in Q4 2014. 157 funds tracked by Wall St. Rank hold CALD as of Q1 2015.

  • Hirtle Callaghan & Co reported no remaining Callidus Software, Inc. position as of Q1 2015 after selling out during the quarter.
  • Hirtle Callaghan & Co sold 7,000 Callidus Software, Inc. shares in Q1 2015, an estimated $114K.
  • Hirtle Callaghan & Co first reported a position in Callidus Software, Inc. in Q3 2013 and held it in 6 quarters.
  • Hirtle Callaghan & Co's Callidus Software, Inc. position peaked at $114K in Q4 2014.
  • 157 funds tracked by Wall St. Rank held Callidus Software, Inc. as of Q1 2015.

Based on Hirtle Callaghan & Co's 13F filing for Q1 2015, filed 15 May 2015.