SPC
CALD

Sigma Planning Corp’s Callidus Software, Inc. CALD Stock Holding History

Sigma Planning Corp’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
Q1 		– Sell
-42,775
Closed -$1.23M – 940
2017
Q4 		$1.23M Sell
42,775
-4
-0% -$109 0.09% 227
2017
Q3 		$1.05M Sell
42,779
-236
-0.5% -$5.74K 0.09% 244
2017
Q2 		$1.04M Hold
43,015
– – 0.1% 234
2017
Q1 		$918K Buy
43,015
+21,378
+99% +$411K 0.09% 250
2016
Q4 		$364K Sell
21,637
-2,923
-12% -$49.9K 0.04% 463
2016
Q3 		$451K Buy
24,560
+4,885
+25% +$95.5K 0.05% 371
2016
Q2 		$393K Buy
+19,675
New +$356K 0.05% 391

Other funds holding CALD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WIC
Water Island Capital New York $1.08B AUM 105.75% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sigma Planning Corp's CALD Position: Q1 2018 in Review

Sigma Planning Corp sold out of Callidus Software, Inc. (CALD) in Q1 2018, closing a stake of 42,775 shares — an estimated $1.23M sold.

Sigma Planning Corp first reported a position in CALD in Q2 2016 and held it in 7 quarters. The position peaked at $1.23M in Q4 2017. 159 funds tracked by Wall St. Rank hold CALD as of Q1 2018.

  • Sigma Planning Corp reported no remaining Callidus Software, Inc. position as of Q1 2018 after selling out during the quarter.
  • Sigma Planning Corp sold 42,775 Callidus Software, Inc. shares in Q1 2018, an estimated $1.23M.
  • Sigma Planning Corp first reported a position in Callidus Software, Inc. in Q2 2016 and held it in 7 quarters.
  • Sigma Planning Corp's Callidus Software, Inc. position peaked at $1.23M in Q4 2017.
  • 159 funds tracked by Wall St. Rank held Callidus Software, Inc. as of Q1 2018.

Based on Sigma Planning Corp's 13F filing for Q1 2018, filed 11 May 2018.