Portfolio Solutions’s Callidus Software, Inc. CALD Stock Holding History

Portfolio Solutions’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
2018 Q2	–	Sell	-255	Closed	-$9K	–	200
2018 Q1	$9K	Hold	255	–	–	﹤0.01%	132
2017 Q4	$7K	Hold	255	–	–	﹤0.01%	146
2017 Q3	$6K	Hold	255	–	–	﹤0.01%	148
2017 Q2	$6K	Hold	255	–	–	﹤0.01%	142
2017 Q1	$5K	Buy	+255	New	+$4.9K	﹤0.01%	171

Other funds holding CALD

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Portfolio Solutions's CALD Position: Q2 2018 in Review

Portfolio Solutions sold out of Callidus Software, Inc. (CALD) in Q2 2018, closing a stake of 255 shares — an estimated $9K sold.

Portfolio Solutions first reported a position in CALD in Q1 2017 and held it in 5 quarters. The position peaked at $9K in Q1 2018. 2 funds tracked by Wall St. Rank hold CALD as of Q2 2018.

Portfolio Solutions reported no remaining Callidus Software, Inc. position as of Q2 2018 after selling out during the quarter.
Portfolio Solutions sold 255 Callidus Software, Inc. shares in Q2 2018, an estimated $9K.
Portfolio Solutions first reported a position in Callidus Software, Inc. in Q1 2017 and held it in 5 quarters.
Portfolio Solutions's Callidus Software, Inc. position peaked at $9K in Q1 2018.
2 funds tracked by Wall St. Rank held Callidus Software, Inc. as of Q2 2018.

Based on Portfolio Solutions's 13F filing for Q2 2018, filed 13 Jul 2018.