AA
DATA

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

Apriem 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
2015
Q2 		– Sell
-200
Closed -$19K – 700
2015
Q1 		$19K Hold
200
– – 0.01% 331
2014
Q4 		$17K Sell
200
-15,605
-99% -$1.24M 0.01% 321
2014
Q3 		$1.15M Buy
15,805
+3,880
+33% +$254K 0.44% 58
2014
Q2 		$851K Buy
11,925
+1,075
+10% +$67.4K 0.32% 67
2014
Q1 		$825K Sell
10,850
-320
-3% -$26.9K 0.31% 68
2013
Q4 		$770K Buy
11,170
+9,455
+551% +$619K 0.3% 63
2013
Q3 		$122K Buy
+1,715
New +$110K 0.05% 130

Other funds holding DATA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCI
Columbus Circle Investors $2.28B AUM 135.57% 1-Year Est. Return