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

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

Apriem Advisors's DATA Position: Q2 2015 in Review

Apriem Advisors sold out of Tableau Software, Inc. (DATA) in Q2 2015, closing a stake of 200 shares — an estimated $19K sold.

Apriem Advisors first reported a position in DATA in Q3 2013 and held it in 7 quarters. The position peaked at $1.15M in Q3 2014. 288 funds tracked by Wall St. Rank hold DATA as of Q2 2015.

  • Apriem Advisors reported no remaining Tableau Software, Inc. position as of Q2 2015 after selling out during the quarter.
  • Apriem Advisors sold 200 Tableau Software, Inc. shares in Q2 2015, an estimated $19K.
  • Apriem Advisors first reported a position in Tableau Software, Inc. in Q3 2013 and held it in 7 quarters.
  • Apriem Advisors's Tableau Software, Inc. position peaked at $1.15M in Q3 2014.
  • 288 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q2 2015.

Based on Apriem Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.