SSWM
CALD

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

Sheets Smith 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
2016
Q3 		– Sell
-43,018
Closed -$860K – 288
2016
Q2 		$860K Buy
+43,018
New +$777K 0.25% 126

Other funds holding CALD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Sheets Smith Wealth Management's CALD Position: Q3 2016 in Review

Sheets Smith Wealth Management sold out of Callidus Software, Inc. (CALD) in Q3 2016, closing a stake of 43,018 shares — an estimated $860K sold.

Sheets Smith Wealth Management first reported a position in CALD in Q2 2016 and held it in 1 quarter. The position peaked at $860K in Q2 2016. 171 funds tracked by Wall St. Rank hold CALD as of Q3 2016.

  • Sheets Smith Wealth Management reported no remaining Callidus Software, Inc. position as of Q3 2016 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 43,018 Callidus Software, Inc. shares in Q3 2016, an estimated $860K.
  • Sheets Smith Wealth Management first reported a position in Callidus Software, Inc. in Q2 2016 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Callidus Software, Inc. position peaked at $860K in Q2 2016.
  • 171 funds tracked by Wall St. Rank held Callidus Software, Inc. as of Q3 2016.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2016, filed 18 Nov 2016.