IWA
CALD

IBEX Wealth Advisors’s Callidus Software, Inc. CALD Stock Holding History

IBEX Wealth 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
2017
Q1 		– Sell
-3,455
Closed -$62K – 447
2016
Q4 		$62K Buy
+3,455
New +$59K 0.03% 167

Other funds holding CALD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

IBEX Wealth Advisors's CALD Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of Callidus Software, Inc. (CALD) in Q1 2017, closing a stake of 3,455 shares — an estimated $62K sold.

IBEX Wealth Advisors first reported a position in CALD in Q4 2016 and held it in 1 quarter. The position peaked at $62K in Q4 2016. 149 funds tracked by Wall St. Rank hold CALD as of Q1 2017.

  • IBEX Wealth Advisors reported no remaining Callidus Software, Inc. position as of Q1 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 3,455 Callidus Software, Inc. shares in Q1 2017, an estimated $62K.
  • IBEX Wealth Advisors first reported a position in Callidus Software, Inc. in Q4 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors's Callidus Software, Inc. position peaked at $62K in Q4 2016.
  • 149 funds tracked by Wall St. Rank held Callidus Software, Inc. as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.