American Portfolios Advisors’s Tableau Software, Inc. DATA Stock Holding History

American Portfolios Advisors’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	-186	Closed	-$30.9K	–	2942
2019 Q2	$30.9K	Buy	186 +6	+3%	+$788	﹤0.01%	1481
2019 Q1	$22.9K	Hold	180	–	–	﹤0.01%	1545
2018 Q4	$21.6K	Hold	180	–	–	﹤0.01%	1348
2018 Q3	$20.1K	Sell	180 -100	-36%	-$10.8K	﹤0.01%	1487
2018 Q2	$27.4K	Buy	280 +100	+56%	+$9.17K	﹤0.01%	1333
2018 Q1	$14.5K	Sell	180 -25	-12%	-$1.98K	﹤0.01%	1498
2017 Q4	$14.2K	Buy	+205	New	+$15.1K	﹤0.01%	1457

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

American Portfolios Advisors's DATA Position: Q3 2019 in Review

American Portfolios Advisors sold out of Tableau Software, Inc. (DATA) in Q3 2019, closing a stake of 186 shares — an estimated $30.9K sold.

American Portfolios Advisors first reported a position in DATA in Q4 2017 and held it in 7 quarters. The position peaked at $30.9K in Q2 2019. 2 funds tracked by Wall St. Rank hold DATA as of Q3 2019.

American Portfolios Advisors reported no remaining Tableau Software, Inc. position as of Q3 2019 after selling out during the quarter.
American Portfolios Advisors sold 186 Tableau Software, Inc. shares in Q3 2019, an estimated $30.9K.
American Portfolios Advisors first reported a position in Tableau Software, Inc. in Q4 2017 and held it in 7 quarters.
American Portfolios Advisors's Tableau Software, Inc. position peaked at $30.9K in Q2 2019.
2 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2019.

Based on American Portfolios Advisors's 13F filing for Q3 2019, filed 24 Mar 2023.