AG
DATA

Aperio Group’s Tableau Software, Inc. DATA Stock Holding History

Aperio Group’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
-11,201
Closed -$1.86M – 3022
2019
Q2 		$1.86M Sell
11,201
-2,330
-17% -$306K 0.01% 1095
2019
Q1 		$1.72M Buy
13,531
+2,365
+21% +$299K 0.01% 1096
2018
Q4 		$1.34M Buy
11,166
+4,878
+78% +$545K 0.01% 1154
2018
Q3 		$703K Buy
6,288
+1,286
+26% +$139K ﹤0.01% 1594
2018
Q2 		$489K Sell
5,002
-96
-2% -$8.8K ﹤0.01% 1752
2018
Q1 		$412K Buy
5,098
+118
+2% +$9.35K ﹤0.01% 1787
2017
Q4 		$345K Buy
4,980
+335
+7% +$24.6K ﹤0.01% 1876
2017
Q3 		$348K Sell
4,645
-116
-2% -$8.05K ﹤0.01% 1841
2017
Q2 		$292K Buy
4,761
+718
+18% +$42.1K ﹤0.01% 1916
2017
Q1 		$200K Buy
+4,043
New +$200K ﹤0.01% 2039
2016
Q4 		– Sell
-5,386
Closed -$298K – 2151
2016
Q3 		$298K Buy
5,386
+175
+3% +$9.63K ﹤0.01% 1714
2016
Q2 		$255K Buy
5,211
+572
+12% +$28.7K ﹤0.01% 1733
2016
Q1 		$213K Buy
+4,639
New +$269K ﹤0.01% 1842

Other funds holding DATA

ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
IIM
Ironwood Investment Management Boston, Massachusetts $289M AUM 60.38% 1-Year Est. Return

Aperio Group's DATA Position: Q3 2019 in Review

Aperio Group sold out of Tableau Software, Inc. (DATA) in Q3 2019, closing a stake of 11,201 shares — an estimated $1.86M sold.

Aperio Group first reported a position in DATA in Q1 2016 and held it in 13 quarters. The position peaked at $1.86M in Q2 2019. 2 funds tracked by Wall St. Rank hold DATA as of Q3 2019.

  • Aperio Group reported no remaining Tableau Software, Inc. position as of Q3 2019 after selling out during the quarter.
  • Aperio Group sold 11,201 Tableau Software, Inc. shares in Q3 2019, an estimated $1.86M.
  • Aperio Group first reported a position in Tableau Software, Inc. in Q1 2016 and held it in 13 quarters.
  • Aperio Group's Tableau Software, Inc. position peaked at $1.86M in Q2 2019.
  • 2 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2019.

Based on Aperio Group's 13F filing for Q3 2019, filed 6 Nov 2019.