JMPWA
CALD

JP Morgan Private Wealth Advisors’s Callidus Software, Inc. CALD Stock Holding History

JP Morgan Private 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
Q2 		– Sell
-16,791
Closed -$358K – 1403
2017
Q1 		$358K Buy
16,791
+2,245
+15% +$43.1K ﹤0.01% 1000
2016
Q4 		$244K Sell
14,546
-525
-3% -$8.96K ﹤0.01% 1090
2016
Q3 		$277K Buy
15,071
+3,274
+28% +$64K ﹤0.01% 1022
2016
Q2 		$236K Buy
11,797
+207
+2% +$3.74K ﹤0.01% 1081
2016
Q1 		$193K Buy
+11,590
New +$172K ﹤0.01% 1087
2015
Q4 		– Sell
-10,422
Closed -$177K – 1235
2015
Q3 		$177K Sell
10,422
-849
-8% -$13.6K ﹤0.01% 950
2015
Q2 		$176K Buy
11,271
+566
+5% +$8.07K ﹤0.01% 986
2015
Q1 		$136K Sell
10,705
-348
-3% -$5.06K ﹤0.01% 1077
2014
Q4 		$180K Buy
11,053
+954
+9% +$14K ﹤0.01% 1012
2014
Q3 		$121K Buy
+10,099
New +$115K ﹤0.01% 1028

Other funds holding CALD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return