Independent Portfolio Consultants’s Callidus Software, Inc. CALD Stock Holding History

Independent Portfolio Consultants’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 Q2	$240K	Sell	9,935 -3,450	-26%	-$74.7K	0.1%	263
2017 Q1	$286K	Sell	13,385 -80	-0.6%	-$1.54K	0.1%	279
2016 Q4	$226K	Sell	13,465 -45	-0.3%	-$768	0.07%	297
2016 Q3	$248K	Buy	13,510 +325	+2%	+$6.35K	0.08%	292
2016 Q2	$263K	Buy	13,185 +1,065	+9%	+$19.2K	0.08%	286
2016 Q1	$202K	Buy	12,120 +3,380	+39%	+$50.1K	0.06%	337
2015 Q4	$162K	Buy	8,740 +1,615	+23%	+$30.5K	0.05%	365
2015 Q3	$121K	Buy	7,125 +6,845	+2,445%	+$110K	0.03%	425
2015 Q2	$4K	Hold	280	–	–	﹤0.01%	800
2015 Q1	$4K	Hold	280	–	–	﹤0.01%	795
2014 Q4	$5K	Buy	+280	New	+$4.11K	﹤0.01%	739

Other funds holding CALD

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

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

Independent Portfolio Consultants's CALD Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Callidus Software, Inc. (CALD) stake by 26% in Q2 2017, selling an estimated $74.7K and leaving 9,935 shares worth $240K. The position accounts for 0.1% of the portfolio, ranked #263.

Independent Portfolio Consultants first reported a position in CALD in Q4 2014 and has held it in 11 quarters since. The position peaked at $286K in Q1 2017. 152 funds tracked by Wall St. Rank hold CALD as of Q2 2017.

Independent Portfolio Consultants held 9,935 shares of Callidus Software, Inc. worth $240K as of Q2 2017.
Independent Portfolio Consultants sold 3,450 Callidus Software, Inc. shares in Q2 2017, an estimated $74.7K.
Callidus Software, Inc. made up 0.1% of Independent Portfolio Consultants's portfolio in Q2 2017, its #263 holding.
Independent Portfolio Consultants first reported a position in Callidus Software, Inc. in Q4 2014 and has held it in 11 quarters since.
Independent Portfolio Consultants's Callidus Software, Inc. position peaked at $286K in Q1 2017.
152 funds tracked by Wall St. Rank held Callidus Software, Inc. as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.