AG
DATA

Advisor Group’s Tableau Software, Inc. DATA Stock Holding History

Advisor Group’s Portfolio DATA Stock Details DATA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-2,227
Closed -$369K – 5584
2019
Q2 		$369K Sell
2,227
-489
-18% -$64.3K ﹤0.01% 1832
2019
Q1 		$347K Buy
2,716
+290
+12% +$36.6K ﹤0.01% 1856
2018
Q4 		$291K Buy
2,426
+304
+14% +$34K ﹤0.01% 1801
2018
Q3 		$236K Buy
2,122
+423
+25% +$45.6K ﹤0.01% 2036
2018
Q2 		$165K Buy
1,699
+72
+4% +$6.6K ﹤0.01% 2128
2018
Q1 		$131K Sell
1,627
-400
-20% -$31.7K ﹤0.01% 2326
2017
Q4 		$140K Buy
2,027
+327
+19% +$24K ﹤0.01% 2301
2017
Q3 		$127K Sell
1,700
-246
-13% -$17.1K ﹤0.01% 2212
2017
Q2 		$119K Sell
1,946
-8
-0.4% -$469 ﹤0.01% 2169
2017
Q1 		$97K Sell
1,954
-132
-6% -$6.53K ﹤0.01% 2174
2016
Q4 		$88K Buy
2,086
+22
+1% +$1.02K ﹤0.01% 2170
2016
Q3 		$115K Sell
2,064
-225
-10% -$12.4K ﹤0.01% 1906
2016
Q2 		$109K Buy
+2,289
New +$115K ﹤0.01% 1875

Other funds holding DATA

ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
IIM
Ironwood Investment Management Boston, Massachusetts $289M AUM 60.38% 1-Year Est. Return

Advisor Group's DATA Position: Q3 2019 in Review

Advisor Group sold out of Tableau Software, Inc. (DATA) in Q3 2019, closing a stake of 2,227 shares — an estimated $369K sold.

Advisor Group first reported a position in DATA in Q2 2016 and held it in 13 quarters. The position peaked at $369K in Q2 2019. 2 funds tracked by Wall St. Rank hold DATA as of Q3 2019.

  • Advisor Group reported no remaining Tableau Software, Inc. position as of Q3 2019 after selling out during the quarter.
  • Advisor Group sold 2,227 Tableau Software, Inc. shares in Q3 2019, an estimated $369K.
  • Advisor Group first reported a position in Tableau Software, Inc. in Q2 2016 and held it in 13 quarters.
  • Advisor Group's Tableau Software, Inc. position peaked at $369K in Q2 2019.
  • 2 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2019.

Based on Advisor Group's 13F filing for Q3 2019, filed 13 Nov 2019.