AIM
DATA

Allen Investment Management’s Tableau Software, Inc. DATA Stock Holding History

Allen Investment 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
-25,516
Closed -$4.24M – 207
2019
Q2 		$4.24M Buy
25,516
+4,168
+20% +$548K 0.12% 75
2019
Q1 		$2.72M Buy
21,348
+19,084
+843% +$2.41M 0.09% 82
2018
Q4 		$272K Hold
2,264
– – 0.01% 149
2018
Q3 		$253K Buy
+2,264
New +$244K 0.01% 173
2016
Q4 		– Sell
-6,554
Closed -$362K – 228
2016
Q3 		$362K Hold
6,554
– – 0.02% 168
2016
Q2 		$321K Hold
6,554
– – 0.02% 171
2016
Q1 		$301K Hold
6,554
– – 0.02% 168
2015
Q4 		$618K Hold
6,554
– – 0.05% 107
2015
Q3 		$523K Buy
6,554
+1,644
+33% +$171K 0.05% 135
2015
Q2 		$566K Hold
4,910
– – 0.05% 135
2015
Q1 		$454K Hold
4,910
– – 0.03% 155
2014
Q4 		$416K Buy
+4,910
New +$391K 0.03% 152

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

Allen Investment Management's DATA Position: Q3 2019 in Review

Allen Investment Management sold out of Tableau Software, Inc. (DATA) in Q3 2019, closing a stake of 25,516 shares — an estimated $4.24M sold.

Allen Investment Management first reported a position in DATA in Q4 2014 and held it in 12 quarters. The position peaked at $4.24M in Q2 2019. 2 funds tracked by Wall St. Rank hold DATA as of Q3 2019.

  • Allen Investment Management reported no remaining Tableau Software, Inc. position as of Q3 2019 after selling out during the quarter.
  • Allen Investment Management sold 25,516 Tableau Software, Inc. shares in Q3 2019, an estimated $4.24M.
  • Allen Investment Management first reported a position in Tableau Software, Inc. in Q4 2014 and held it in 12 quarters.
  • Allen Investment Management's Tableau Software, Inc. position peaked at $4.24M in Q2 2019.
  • 2 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2019.

Based on Allen Investment Management's 13F filing for Q3 2019, filed 6 Nov 2019.