AF
DATA

Allworth Financial’s Tableau Software, Inc. DATA Stock Holding History

Allworth Financial’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
2016
Q4 		– Sell
-2,419
Closed -$134K – 762
2016
Q3 		$134K Hold
2,419
– – 0.01% 126
2016
Q2 		$118K Hold
2,419
– – 0.01% 136
2016
Q1 		$111K Buy
2,419
+70
+3% +$4.06K 0.01% 145
2015
Q4 		$221K Sell
2,349
-33
-1% -$2.96K 0.04% 88
2015
Q3 		$190K Hold
2,382
– – 0.07% 88
2015
Q2 		$275K Hold
2,382
– – 0.1% 77
2015
Q1 		$220K Hold
2,382
– – 0.08% 88
2014
Q4 		$202K Buy
+2,382
New +$190K 0.08% 81

Other funds holding DATA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return

Allworth Financial's DATA Position: Q4 2016 in Review

Allworth Financial sold out of Tableau Software, Inc. (DATA) in Q4 2016, closing a stake of 2,419 shares — an estimated $134K sold.

Allworth Financial first reported a position in DATA in Q4 2014 and held it in 8 quarters. The position peaked at $275K in Q2 2015. 223 funds tracked by Wall St. Rank hold DATA as of Q4 2016.

  • Allworth Financial reported no remaining Tableau Software, Inc. position as of Q4 2016 after selling out during the quarter.
  • Allworth Financial sold 2,419 Tableau Software, Inc. shares in Q4 2016, an estimated $134K.
  • Allworth Financial first reported a position in Tableau Software, Inc. in Q4 2014 and held it in 8 quarters.
  • Allworth Financial's Tableau Software, Inc. position peaked at $275K in Q2 2015.
  • 223 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q4 2016.

Based on Allworth Financial's 13F filing for Q4 2016, filed 2 Feb 2017.