RBC
CALD

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

Ronald Blue & 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
2016
Q1 		– Sell
-51,500
Closed -$956K – 228
2015
Q4 		$956K Hold
51,500
– – 0.05% 58
2015
Q3 		$875K Sell
51,500
-18,500
-26% -$297K 0.05% 84
2015
Q2 		$1.09M Sell
70,000
-3,812
-5% -$54.4K 0.05% 76
2015
Q1 		$936K Buy
+73,812
New +$1.07M 0.04% 94

Other funds holding CALD

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $617B AUM 30.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return

Ronald Blue & Co's CALD Position: Q1 2016 in Review

Ronald Blue & Co sold out of Callidus Software, Inc. (CALD) in Q1 2016, closing a stake of 51,500 shares — an estimated $956K sold.

Ronald Blue & Co first reported a position in CALD in Q1 2015 and held it in 4 quarters. The position peaked at $1.09M in Q2 2015. 168 funds tracked by Wall St. Rank hold CALD as of Q1 2016.

  • Ronald Blue & Co reported no remaining Callidus Software, Inc. position as of Q1 2016 after selling out during the quarter.
  • Ronald Blue & Co sold 51,500 Callidus Software, Inc. shares in Q1 2016, an estimated $956K.
  • Ronald Blue & Co first reported a position in Callidus Software, Inc. in Q1 2015 and held it in 4 quarters.
  • Ronald Blue & Co's Callidus Software, Inc. position peaked at $1.09M in Q2 2015.
  • 168 funds tracked by Wall St. Rank held Callidus Software, Inc. as of Q1 2016.

Based on Ronald Blue & Co's 13F filing for Q1 2016, filed 13 May 2016.