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 – 942
2017
Q4 		$1.23M Sell
42,775
-4
-0% -$109 0.1% 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 $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WIC
Water Island Capital New York $750M AUM 107.59% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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