Badgley, Phelps & Bell’s Tableau Software, Inc. DATA Stock Holding History

Badgley, Phelps & Bell’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	-1,365	Closed	-$227K	–	200
2019 Q2	$227K	Sell	1,365 -800	-37%	-$105K	0.01%	187
2019 Q1	$276K	Buy	2,165 +100	+5%	+$12.6K	0.02%	176
2018 Q4	$248K	Buy	+2,065	New	+$231K	0.02%	170

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

Badgley, Phelps & Bell's DATA Position: Q3 2019 in Review

Badgley, Phelps & Bell sold out of Tableau Software, Inc. (DATA) in Q3 2019, closing a stake of 1,365 shares — an estimated $227K sold.

Badgley, Phelps & Bell first reported a position in DATA in Q4 2018 and held it in 3 quarters. The position peaked at $276K in Q1 2019. 2 funds tracked by Wall St. Rank hold DATA as of Q3 2019.

Badgley, Phelps & Bell reported no remaining Tableau Software, Inc. position as of Q3 2019 after selling out during the quarter.
Badgley, Phelps & Bell sold 1,365 Tableau Software, Inc. shares in Q3 2019, an estimated $227K.
Badgley, Phelps & Bell first reported a position in Tableau Software, Inc. in Q4 2018 and held it in 3 quarters.
Badgley, Phelps & Bell's Tableau Software, Inc. position peaked at $276K in Q1 2019.
2 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2019.

Based on Badgley, Phelps & Bell's 13F filing for Q3 2019, filed 4 Nov 2019.