SIP
CALD

Stoneridge Investment Partners’s Callidus Software, Inc. CALD Stock Holding History

Stoneridge Investment Partners’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
2017
Q1 		– Sell
-79,935
Closed -$1.34M – 372
2016
Q4 		$1.34M Buy
+79,935
New +$1.36M 0.18% 151
2016
Q2 		– Sell
-47,232
Closed -$788K – 349
2016
Q1 		$788K Buy
+47,232
New +$700K 0.12% 171

Other funds holding CALD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Stoneridge Investment Partners's CALD Position: Q1 2017 in Review

Stoneridge Investment Partners sold out of Callidus Software, Inc. (CALD) in Q1 2017, closing a stake of 79,935 shares — an estimated $1.34M sold.

Stoneridge Investment Partners first reported a position in CALD in Q1 2016 and held it in 2 quarters. The position peaked at $1.34M in Q4 2016. 149 funds tracked by Wall St. Rank hold CALD as of Q1 2017.

  • Stoneridge Investment Partners reported no remaining Callidus Software, Inc. position as of Q1 2017 after selling out during the quarter.
  • Stoneridge Investment Partners sold 79,935 Callidus Software, Inc. shares in Q1 2017, an estimated $1.34M.
  • Stoneridge Investment Partners first reported a position in Callidus Software, Inc. in Q1 2016 and held it in 2 quarters.
  • Stoneridge Investment Partners's Callidus Software, Inc. position peaked at $1.34M in Q4 2016.
  • 149 funds tracked by Wall St. Rank held Callidus Software, Inc. as of Q1 2017.

Based on Stoneridge Investment Partners's 13F filing for Q1 2017, filed 1 May 2017.