Wealthspire Advisors (Maryland)
CALD

Wealthspire Advisors (Maryland)’s Callidus Software, Inc. CALD Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		– Sell
-290
Closed -$7K – 2603
2017
Q2 		$7K Buy
+290
New +$6.28K ﹤0.01% 1690

Other funds holding CALD

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CALD Position: Q3 2017 in Review

Wealthspire Advisors (Maryland) sold out of Callidus Software, Inc. (CALD) in Q3 2017, closing a stake of 290 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in CALD in Q2 2017 and held it in 1 quarter. The position peaked at $7K in Q2 2017. 157 funds tracked by Wall St. Rank hold CALD as of Q3 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Callidus Software, Inc. position as of Q3 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 290 Callidus Software, Inc. shares in Q3 2017, an estimated $7K.
  • Wealthspire Advisors (Maryland) first reported a position in Callidus Software, Inc. in Q2 2017 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Callidus Software, Inc. position peaked at $7K in Q2 2017.
  • 157 funds tracked by Wall St. Rank held Callidus Software, Inc. as of Q3 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2017, filed 8 Nov 2017.