APP
DATA

Avantax Planning Partners’s Tableau Software, Inc. DATA Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-111
Closed -$12K – 1411
2018
Q3 		$12K Buy
+111
New +$12K ﹤0.01% 844
2018
Q2 		– Sell
-120
Closed -$10K – 1766
2018
Q1 		$10K Buy
+120
New +$9.51K ﹤0.01% 1077

Other funds holding DATA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

Avantax Planning Partners's DATA Position: Q4 2018 in Review

Avantax Planning Partners sold out of Tableau Software, Inc. (DATA) in Q4 2018, closing a stake of 111 shares — an estimated $12K sold.

Avantax Planning Partners first reported a position in DATA in Q1 2018 and held it in 2 quarters. The position peaked at $12K in Q3 2018. 334 funds tracked by Wall St. Rank hold DATA as of Q4 2018.

  • Avantax Planning Partners reported no remaining Tableau Software, Inc. position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 111 Tableau Software, Inc. shares in Q4 2018, an estimated $12K.
  • Avantax Planning Partners first reported a position in Tableau Software, Inc. in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Tableau Software, Inc. position peaked at $12K in Q3 2018.
  • 334 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.