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 $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $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 $3.76B AUM 21.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $16.8B AUM 27.39% 1-Year Est. Return