Loring Wolcott & Coolidge Fiduciary Advisors’s Callidus Software, Inc. CALD Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2018 Q2	–	Sell	-73	Closed	-$3K	–	754
2018 Q1	$3K	Hold	73	–	–	﹤0.01%	652
2017 Q4	$2K	Hold	73	–	–	﹤0.01%	678
2017 Q3	$2K	Buy	+73	New	+$1.77K	﹤0.01%	686

Other funds holding CALD

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's CALD Position: Q2 2018 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Callidus Software, Inc. (CALD) in Q2 2018, closing a stake of 73 shares — an estimated $3K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CALD in Q3 2017 and held it in 3 quarters. The position peaked at $3K in Q1 2018. 2 funds tracked by Wall St. Rank hold CALD as of Q2 2018.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Callidus Software, Inc. position as of Q2 2018 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 73 Callidus Software, Inc. shares in Q2 2018, an estimated $3K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Callidus Software, Inc. in Q3 2017 and held it in 3 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Callidus Software, Inc. position peaked at $3K in Q1 2018.
2 funds tracked by Wall St. Rank held Callidus Software, Inc. as of Q2 2018.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.