OAM
CALD

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

Oppenheimer 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
2017
Q4 		– Sell
-1,818
Closed -$45K – 1634
2017
Q3 		$45K Sell
1,818
-2,049
-53% -$49.8K ﹤0.01% 1395
2017
Q2 		$93K Sell
3,867
-2,967
-43% -$64.3K ﹤0.01% 1204
2017
Q1 		$146K Buy
+6,834
New +$131K ﹤0.01% 1109

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
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
ACH
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

Oppenheimer Asset Management's CALD Position: Q4 2017 in Review

Oppenheimer Asset Management sold out of Callidus Software, Inc. (CALD) in Q4 2017, closing a stake of 1,818 shares — an estimated $45K sold.

Oppenheimer Asset Management first reported a position in CALD in Q1 2017 and held it in 3 quarters. The position peaked at $146K in Q1 2017. 171 funds tracked by Wall St. Rank hold CALD as of Q4 2017.

  • Oppenheimer Asset Management reported no remaining Callidus Software, Inc. position as of Q4 2017 after selling out during the quarter.
  • Oppenheimer Asset Management sold 1,818 Callidus Software, Inc. shares in Q4 2017, an estimated $45K.
  • Oppenheimer Asset Management first reported a position in Callidus Software, Inc. in Q1 2017 and held it in 3 quarters.
  • Oppenheimer Asset Management's Callidus Software, Inc. position peaked at $146K in Q1 2017.
  • 171 funds tracked by Wall St. Rank held Callidus Software, Inc. as of Q4 2017.

Based on Oppenheimer Asset Management's 13F filing for Q4 2017, filed 7 Feb 2018.