AL
DATA

Aspiriant LLC’s Tableau Software, Inc. DATA Stock Holding History

Aspiriant LLC’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
-6,118
Closed -$1.02M – 237
2019
Q2 		$1.02M Sell
6,118
-1,123
-16% -$148K 0.08% 107
2019
Q1 		$922K Buy
7,241
+787
+12% +$99.4K 0.08% 118
2018
Q4 		$775K Hold
6,454
– – 0.06% 121
2018
Q3 		$721K Sell
6,454
-2,262
-26% -$244K 0.06% 126
2018
Q2 		$852K Sell
8,716
-2,823
-24% -$259K 0.07% 117
2018
Q1 		$933K Buy
11,539
+6,214
+117% +$492K 0.08% 109
2017
Q4 		$368K Sell
5,325
-2,263
-30% -$166K 0.11% 58
2017
Q3 		$568K Sell
7,588
-5,325
-41% -$370K 0.05% 133
2017
Q2 		$791K Sell
12,913
-100,334
-89% -$5.88M 0.07% 125
2017
Q1 		$5.61M Buy
+113,247
New +$5.6M 0.48% 36

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

Aspiriant LLC's DATA Position: Q3 2019 in Review

Aspiriant LLC sold out of Tableau Software, Inc. (DATA) in Q3 2019, closing a stake of 6,118 shares — an estimated $1.02M sold.

Aspiriant LLC first reported a position in DATA in Q1 2017 and held it in 10 quarters. The position peaked at $5.61M in Q1 2017. 2 funds tracked by Wall St. Rank hold DATA as of Q3 2019.

  • Aspiriant LLC reported no remaining Tableau Software, Inc. position as of Q3 2019 after selling out during the quarter.
  • Aspiriant LLC sold 6,118 Tableau Software, Inc. shares in Q3 2019, an estimated $1.02M.
  • Aspiriant LLC first reported a position in Tableau Software, Inc. in Q1 2017 and held it in 10 quarters.
  • Aspiriant LLC's Tableau Software, Inc. position peaked at $5.61M in Q1 2017.
  • 2 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2019.

Based on Aspiriant LLC's 13F filing for Q3 2019, filed 4 Nov 2019.