SFU
CALD

Stonehage Fleming (UK)’s Callidus Software, Inc. CALD Stock Holding History

Stonehage Fleming (UK)’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
2015
Q1 		– Sell
-3,548
Closed -$58K – 292
2014
Q4 		$58K Buy
3,548
+1,005
+40% +$14.7K 0.03% 159
2014
Q3 		$31K Sell
2,543
-1,216
-32% -$13.9K 0.01% 211
2014
Q2 		$45K Sell
3,759
-7,141
-66% -$76.3K 0.02% 169
2014
Q1 		$136K Hold
10,900
– – 0.06% 158
2013
Q4 		$150K Buy
+10,900
New +$119K 0.06% 145

Other funds holding CALD

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Stonehage Fleming (UK)'s CALD Position: Q1 2015 in Review

Stonehage Fleming (UK) sold out of Callidus Software, Inc. (CALD) in Q1 2015, closing a stake of 3,548 shares — an estimated $58K sold.

Stonehage Fleming (UK) first reported a position in CALD in Q4 2013 and held it in 5 quarters. The position peaked at $150K in Q4 2013. 157 funds tracked by Wall St. Rank hold CALD as of Q1 2015.

  • Stonehage Fleming (UK) reported no remaining Callidus Software, Inc. position as of Q1 2015 after selling out during the quarter.
  • Stonehage Fleming (UK) sold 3,548 Callidus Software, Inc. shares in Q1 2015, an estimated $58K.
  • Stonehage Fleming (UK) first reported a position in Callidus Software, Inc. in Q4 2013 and held it in 5 quarters.
  • Stonehage Fleming (UK)'s Callidus Software, Inc. position peaked at $150K in Q4 2013.
  • 157 funds tracked by Wall St. Rank held Callidus Software, Inc. as of Q1 2015.

Based on Stonehage Fleming (UK)'s 13F filing for Q1 2015, filed 11 Oct 2019.