MFS
CALD

MSI Financial Services’s Callidus Software, Inc. CALD Stock Holding History

MSI Financial Services’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 		$12K Sell
697
-344
-33% -$5.87K ﹤0.01% 2736
2016
Q3 		$19K Hold
1,041
– – ﹤0.01% 2427
2016
Q2 		$21K Sell
1,041
-91
-8% -$1.65K ﹤0.01% 2323
2016
Q1 		$19K Sell
1,132
-1,081
-49% -$16K ﹤0.01% 2356
2015
Q4 		$41K Hold
2,213
– – ﹤0.01% 1849
2015
Q3 		$38K Buy
+2,213
New +$35.5K ﹤0.01% 1365

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

MSI Financial Services's CALD Position: Q4 2016 in Review

MSI Financial Services reduced its Callidus Software, Inc. (CALD) stake by 33% in Q4 2016, selling an estimated $5.87K and leaving 697 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #2736.

MSI Financial Services first reported a position in CALD in Q3 2015 and has held it in 6 quarters since. The position peaked at $41K in Q4 2015. 149 funds tracked by Wall St. Rank hold CALD as of Q4 2016.

  • MSI Financial Services held 697 shares of Callidus Software, Inc. worth $12K as of Q4 2016.
  • MSI Financial Services sold 344 Callidus Software, Inc. shares in Q4 2016, an estimated $5.87K.
  • Callidus Software, Inc. made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2736 holding.
  • MSI Financial Services first reported a position in Callidus Software, Inc. in Q3 2015 and has held it in 6 quarters since.
  • MSI Financial Services's Callidus Software, Inc. position peaked at $41K in Q4 2015.
  • 149 funds tracked by Wall St. Rank held Callidus Software, Inc. as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.