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 $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
Janus Henderson Group
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
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $999B AUM 46.22% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CALD Position: Q2 2017 in Review

JP Morgan Private Wealth Advisors sold out of Callidus Software, Inc. (CALD) in Q2 2017, closing a stake of 16,791 shares — an estimated $358K sold.

JP Morgan Private Wealth Advisors first reported a position in CALD in Q3 2014 and held it in 10 quarters. The position peaked at $358K in Q1 2017. 152 funds tracked by Wall St. Rank hold CALD as of Q2 2017.

  • JP Morgan Private Wealth Advisors reported no remaining Callidus Software, Inc. position as of Q2 2017 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 16,791 Callidus Software, Inc. shares in Q2 2017, an estimated $358K.
  • JP Morgan Private Wealth Advisors first reported a position in Callidus Software, Inc. in Q3 2014 and held it in 10 quarters.
  • JP Morgan Private Wealth Advisors's Callidus Software, Inc. position peaked at $358K in Q1 2017.
  • 152 funds tracked by Wall St. Rank held Callidus Software, Inc. as of Q2 2017.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.