IA
CALD

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

IFP 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
-325
Closed -$5K – 4265
2016
Q4 		$5K Hold
325
– – ﹤0.01% 3358
2016
Q3 		$6K Hold
325
– – ﹤0.01% 3182
2016
Q2 		$6K Buy
+325
New +$5.87K ﹤0.01% 3095

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

IFP Advisors's CALD Position: Q1 2017 in Review

IFP Advisors sold out of Callidus Software, Inc. (CALD) in Q1 2017, closing a stake of 325 shares — an estimated $5K sold.

IFP Advisors first reported a position in CALD in Q2 2016 and held it in 3 quarters. The position peaked at $6K in Q3 2016. 149 funds tracked by Wall St. Rank hold CALD as of Q1 2017.

  • IFP Advisors reported no remaining Callidus Software, Inc. position as of Q1 2017 after selling out during the quarter.
  • IFP Advisors sold 325 Callidus Software, Inc. shares in Q1 2017, an estimated $5K.
  • IFP Advisors first reported a position in Callidus Software, Inc. in Q2 2016 and held it in 3 quarters.
  • IFP Advisors's Callidus Software, Inc. position peaked at $6K in Q3 2016.
  • 149 funds tracked by Wall St. Rank held Callidus Software, Inc. as of Q1 2017.

Based on IFP Advisors's 13F filing for Q1 2017, filed 26 Apr 2017.