LAM
CALD

Lebenthal Asset Management’s Callidus Software, Inc. CALD Stock Holding History

Lebenthal Asset Management’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
2016
Q4 		– Sell
-177
Closed -$3K – 797
2016
Q3 		$3K Buy
+177
New +$3.46K ﹤0.01% 928

Other funds holding CALD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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 $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Lebenthal Asset Management's CALD Position: Q4 2016 in Review

Lebenthal Asset Management sold out of Callidus Software, Inc. (CALD) in Q4 2016, closing a stake of 177 shares — an estimated $3K sold.

Lebenthal Asset Management first reported a position in CALD in Q3 2016 and held it in 1 quarter. The position peaked at $3K in Q3 2016. 149 funds tracked by Wall St. Rank hold CALD as of Q4 2016.

  • Lebenthal Asset Management reported no remaining Callidus Software, Inc. position as of Q4 2016 after selling out during the quarter.
  • Lebenthal Asset Management sold 177 Callidus Software, Inc. shares in Q4 2016, an estimated $3K.
  • Lebenthal Asset Management first reported a position in Callidus Software, Inc. in Q3 2016 and held it in 1 quarter.
  • Lebenthal Asset Management's Callidus Software, Inc. position peaked at $3K in Q3 2016.
  • 149 funds tracked by Wall St. Rank held Callidus Software, Inc. as of Q4 2016.

Based on Lebenthal Asset Management's 13F filing for Q4 2016, filed 15 Feb 2017.