BRWA
DATA

B. Riley Wealth Advisors’s Tableau Software, Inc. DATA Stock Holding History

B. Riley Wealth 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
2019
Q1 		– Sell
-2,605
Closed -$313K – 789
2018
Q4 		$313K Buy
2,605
+545
+26% +$60.9K 0.04% 418
2018
Q3 		$231K Buy
+2,060
New +$222K 0.03% 599
2015
Q1 		– Sell
-27
Closed -$2 – 2314
2014
Q4 		$2 Buy
+27
New +$2.15K ﹤0.01% 3468

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 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

B. Riley Wealth Advisors's DATA Position: Q1 2019 in Review

B. Riley Wealth Advisors sold out of Tableau Software, Inc. (DATA) in Q1 2019, closing a stake of 2,605 shares — an estimated $313K sold.

B. Riley Wealth Advisors first reported a position in DATA in Q4 2014 and held it in 3 quarters. The position peaked at $313K in Q4 2018. 391 funds tracked by Wall St. Rank hold DATA as of Q1 2019.

  • B. Riley Wealth Advisors reported no remaining Tableau Software, Inc. position as of Q1 2019 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,605 Tableau Software, Inc. shares in Q1 2019, an estimated $313K.
  • B. Riley Wealth Advisors first reported a position in Tableau Software, Inc. in Q4 2014 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Tableau Software, Inc. position peaked at $313K in Q4 2018.
  • 391 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q1 2019.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2019, filed 8 May 2019.