MFW
CALD

Mosaic Family Wealth’s Callidus Software, Inc. CALD Stock Holding History

Mosaic Family Wealth’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
Q4 		– Sell
-175
Closed -$4K – 992
2017
Q3 		$4K Buy
+175
New +$4.25K ﹤0.01% 777

Other funds holding CALD

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Mosaic Family Wealth's CALD Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Callidus Software, Inc. (CALD) in Q4 2017, closing a stake of 175 shares — an estimated $4K sold.

Mosaic Family Wealth first reported a position in CALD in Q3 2017 and held it in 1 quarter. The position peaked at $4K in Q3 2017. 171 funds tracked by Wall St. Rank hold CALD as of Q4 2017.

  • Mosaic Family Wealth reported no remaining Callidus Software, Inc. position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 175 Callidus Software, Inc. shares in Q4 2017, an estimated $4K.
  • Mosaic Family Wealth first reported a position in Callidus Software, Inc. in Q3 2017 and held it in 1 quarter.
  • Mosaic Family Wealth's Callidus Software, Inc. position peaked at $4K in Q3 2017.
  • 171 funds tracked by Wall St. Rank held Callidus Software, Inc. as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.