Avantax Advisory Services’s Tableau Software, Inc. DATA Stock Holding History

Avantax Advisory Services’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	-3,357	Closed	-$557K	–	602
2019 Q2	$557K	Buy	3,357 +51	+2%	+$6.7K	0.02%	277
2019 Q1	$421K	Hold	3,306	–	–	0.02%	298
2018 Q4	$397K	Buy	+3,306	New	+$370K	0.07%	258

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

Avantax Advisory Services's DATA Position: Q3 2019 in Review

Avantax Advisory Services sold out of Tableau Software, Inc. (DATA) in Q3 2019, closing a stake of 3,357 shares — an estimated $557K sold.

Avantax Advisory Services first reported a position in DATA in Q4 2018 and held it in 3 quarters. The position peaked at $557K in Q2 2019. 2 funds tracked by Wall St. Rank hold DATA as of Q3 2019.

Avantax Advisory Services reported no remaining Tableau Software, Inc. position as of Q3 2019 after selling out during the quarter.
Avantax Advisory Services sold 3,357 Tableau Software, Inc. shares in Q3 2019, an estimated $557K.
Avantax Advisory Services first reported a position in Tableau Software, Inc. in Q4 2018 and held it in 3 quarters.
Avantax Advisory Services's Tableau Software, Inc. position peaked at $557K in Q2 2019.
2 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2019.

Based on Avantax Advisory Services's 13F filing for Q3 2019, filed 8 Nov 2019.