IC
CALD

Intersect Capital’s Callidus Software, Inc. CALD Stock Holding History

Intersect Capital’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
Q2 		– Sell
-1,000
Closed -$12K – 424
2015
Q1 		$12K Hold
1,000
– – 0.01% 315
2014
Q4 		$16K Buy
+1,000
New +$14.7K 0.01% 305

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
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Intersect Capital's CALD Position: Q2 2015 in Review

Intersect Capital sold out of Callidus Software, Inc. (CALD) in Q2 2015, closing a stake of 1,000 shares — an estimated $12K sold.

Intersect Capital first reported a position in CALD in Q4 2014 and held it in 2 quarters. The position peaked at $16K in Q4 2014. 149 funds tracked by Wall St. Rank hold CALD as of Q2 2015.

  • Intersect Capital reported no remaining Callidus Software, Inc. position as of Q2 2015 after selling out during the quarter.
  • Intersect Capital sold 1,000 Callidus Software, Inc. shares in Q2 2015, an estimated $12K.
  • Intersect Capital first reported a position in Callidus Software, Inc. in Q4 2014 and held it in 2 quarters.
  • Intersect Capital's Callidus Software, Inc. position peaked at $16K in Q4 2014.
  • 149 funds tracked by Wall St. Rank held Callidus Software, Inc. as of Q2 2015.

Based on Intersect Capital's 13F filing for Q2 2015, filed 3 Aug 2015.