PWM
CALD

ParenteBeard Wealth Management’s Callidus Software, Inc. CALD Stock Holding History

ParenteBeard Wealth 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
2014
Q4 		– Sell
-16,830
Closed -$202K – 118
2014
Q3 		$202K Buy
+16,830
New +$192K 0.08% 110

Other funds holding CALD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

ParenteBeard Wealth Management's CALD Position: Q4 2014 in Review

ParenteBeard Wealth Management sold out of Callidus Software, Inc. (CALD) in Q4 2014, closing a stake of 16,830 shares — an estimated $202K sold.

ParenteBeard Wealth Management first reported a position in CALD in Q3 2014 and held it in 1 quarter. The position peaked at $202K in Q3 2014. 152 funds tracked by Wall St. Rank hold CALD as of Q4 2014.

  • ParenteBeard Wealth Management reported no remaining Callidus Software, Inc. position as of Q4 2014 after selling out during the quarter.
  • ParenteBeard Wealth Management sold 16,830 Callidus Software, Inc. shares in Q4 2014, an estimated $202K.
  • ParenteBeard Wealth Management first reported a position in Callidus Software, Inc. in Q3 2014 and held it in 1 quarter.
  • ParenteBeard Wealth Management's Callidus Software, Inc. position peaked at $202K in Q3 2014.
  • 152 funds tracked by Wall St. Rank held Callidus Software, Inc. as of Q4 2014.

Based on ParenteBeard Wealth Management's 13F filing for Q4 2014, filed 28 Jan 2015.