TA
CALD

Tiedemann Advisors’s Callidus Software, Inc. CALD Stock Holding History

Tiedemann Advisors’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
Q4 		– Sell
-15,054
Closed -$276K – 387
2017
Q3 		$276K Buy
+15,054
New +$366K 0.02% 292
2017
Q1 		– Sell
-13,869
Closed -$233K – 431
2016
Q4 		$233K Buy
+13,869
New +$237K 0.02% 284

Other funds holding CALD

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 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

Tiedemann Advisors's CALD Position: Q4 2017 in Review

Tiedemann Advisors sold out of Callidus Software, Inc. (CALD) in Q4 2017, closing a stake of 15,054 shares — an estimated $276K sold.

Tiedemann Advisors first reported a position in CALD in Q4 2016 and held it in 2 quarters. The position peaked at $276K in Q3 2017. 171 funds tracked by Wall St. Rank hold CALD as of Q4 2017.

  • Tiedemann Advisors reported no remaining Callidus Software, Inc. position as of Q4 2017 after selling out during the quarter.
  • Tiedemann Advisors sold 15,054 Callidus Software, Inc. shares in Q4 2017, an estimated $276K.
  • Tiedemann Advisors first reported a position in Callidus Software, Inc. in Q4 2016 and held it in 2 quarters.
  • Tiedemann Advisors's Callidus Software, Inc. position peaked at $276K in Q3 2017.
  • 171 funds tracked by Wall St. Rank held Callidus Software, Inc. as of Q4 2017.

Based on Tiedemann Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.