SSG
CALD

Summit Securities Group’s Callidus Software, Inc. CALD Stock Holding History

Summit Securities Group’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
Q4 		– Sell
-16,589
Closed -$304K – 333
2016
Q3 		$304K Sell
16,589
-3,002
-15% -$58.7K 0.1% 101
2016
Q2 		$391K Buy
+19,591
New +$354K 0.21% 115

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
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Summit Securities Group's CALD Position: Q4 2016 in Review

Summit Securities Group sold out of Callidus Software, Inc. (CALD) in Q4 2016, closing a stake of 16,589 shares — an estimated $304K sold.

Summit Securities Group first reported a position in CALD in Q2 2016 and held it in 2 quarters. The position peaked at $391K in Q2 2016. 149 funds tracked by Wall St. Rank hold CALD as of Q4 2016.

  • Summit Securities Group reported no remaining Callidus Software, Inc. position as of Q4 2016 after selling out during the quarter.
  • Summit Securities Group sold 16,589 Callidus Software, Inc. shares in Q4 2016, an estimated $304K.
  • Summit Securities Group first reported a position in Callidus Software, Inc. in Q2 2016 and held it in 2 quarters.
  • Summit Securities Group's Callidus Software, Inc. position peaked at $391K in Q2 2016.
  • 149 funds tracked by Wall St. Rank held Callidus Software, Inc. as of Q4 2016.

Based on Summit Securities Group's 13F filing for Q4 2016, filed 25 Jan 2017.