Advisors Asset Management’s Tableau Software, Inc. DATA Stock Holding History

Advisors Asset Management’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	-751	Closed	-$125K	–	1611
2019 Q2	$125K	Sell	751 -21	-3%	-$2.76K	﹤0.01%	1273
2019 Q1	$98K	Buy	772 +446	+137%	+$56.3K	﹤0.01%	1520
2018 Q4	$39K	Buy	+326	New	+$36.4K	﹤0.01%	1452

Other funds holding DATA

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

IIM

Ironwood Investment Management Boston, Massachusetts $240M AUM 45.82% 1-Year Est. Return

Advisors Asset Management's DATA Position: Q3 2019 in Review

Advisors Asset Management sold out of Tableau Software, Inc. (DATA) in Q3 2019, closing a stake of 751 shares — an estimated $125K sold.

Advisors Asset Management first reported a position in DATA in Q4 2018 and held it in 3 quarters. The position peaked at $125K in Q2 2019. 2 funds tracked by Wall St. Rank hold DATA as of Q3 2019.

Advisors Asset Management reported no remaining Tableau Software, Inc. position as of Q3 2019 after selling out during the quarter.
Advisors Asset Management sold 751 Tableau Software, Inc. shares in Q3 2019, an estimated $125K.
Advisors Asset Management first reported a position in Tableau Software, Inc. in Q4 2018 and held it in 3 quarters.
Advisors Asset Management's Tableau Software, Inc. position peaked at $125K in Q2 2019.
2 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2019.

Based on Advisors Asset Management's 13F filing for Q3 2019, filed 14 Nov 2019.