OC
CALD

Oppenheimer & Co’s Callidus Software, Inc. CALD Stock Holding History

Oppenheimer & Co’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
Q3 		– Sell
-10,274
Closed -$249K – 1376
2017
Q2 		$249K Buy
10,274
+533
+5% +$11.5K 0.01% 1086
2017
Q1 		$208K Buy
+9,741
New +$187K 0.01% 1157
2015
Q3 		– Sell
-35,129
Closed -$547K – 1520
2015
Q2 		$547K Buy
35,129
+352
+1% +$5.02K 0.02% 843
2015
Q1 		$441K Buy
34,777
+9,261
+36% +$135K 0.01% 924
2014
Q4 		$417K Buy
25,516
+1,608
+7% +$23.6K 0.01% 896
2014
Q3 		$287K Sell
23,908
-2,520
-10% -$28.8K 0.01% 1088
2014
Q2 		$316K Sell
26,428
-42,603
-62% -$455K 0.01% 1034
2014
Q1 		$864K Buy
+69,031
New +$907K 0.03% 653

Other funds holding CALD

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Oppenheimer & Co's CALD Position: Q3 2017 in Review

Oppenheimer & Co sold out of Callidus Software, Inc. (CALD) in Q3 2017, closing a stake of 10,274 shares — an estimated $249K sold.

Oppenheimer & Co first reported a position in CALD in Q1 2014 and held it in 8 quarters. The position peaked at $864K in Q1 2014. 157 funds tracked by Wall St. Rank hold CALD as of Q3 2017.

  • Oppenheimer & Co reported no remaining Callidus Software, Inc. position as of Q3 2017 after selling out during the quarter.
  • Oppenheimer & Co sold 10,274 Callidus Software, Inc. shares in Q3 2017, an estimated $249K.
  • Oppenheimer & Co first reported a position in Callidus Software, Inc. in Q1 2014 and held it in 8 quarters.
  • Oppenheimer & Co's Callidus Software, Inc. position peaked at $864K in Q1 2014.
  • 157 funds tracked by Wall St. Rank held Callidus Software, Inc. as of Q3 2017.

Based on Oppenheimer & Co's 13F filing for Q3 2017, filed 9 Nov 2017.