TP
CALD

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

Truvvo 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
2018
Q1 		– Sell
-40,395
Closed -$1.16M – 132
2017
Q4 		$1.16M Hold
40,395
– – 0.39% 58
2017
Q3 		$996K Sell
40,395
-4,150
-9% -$101K 0.33% 64
2017
Q2 		$1.06M Hold
44,545
– – 0.39% 61
2017
Q1 		$951K Hold
44,545
– – 0.43% 53
2016
Q4 		$748 Buy
44,545
+13,420
+43% +$229K 0.26% 68
2016
Q3 		$571K Sell
31,125
-10,150
-25% -$198K 0.26% 81
2016
Q2 		$825K Sell
41,275
-2,810
-6% -$50.8K 0.42% 55
2016
Q1 		$735K Buy
44,085
+14,160
+47% +$210K 0.33% 53
2015
Q4 		$556K Buy
+29,925
New +$565K 0.29% 75

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Fidelity Investments
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WIC
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Janus Henderson Group
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ACH
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Macquarie Group
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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