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 $865B AUM 30.76% 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 $821M AUM 14.36% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $97.9B AUM 20.73% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return