Bank of Montreal
DATA

Bank of Montreal’s Tableau Software, Inc. DATA Stock Holding History

Bank of Montreal’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
-3,108
Closed -$517K – 5160
2019
Q2 		$517K Sell
3,108
-5,143
-62% -$676K ﹤0.01% 2408
2019
Q1 		$1.05M Buy
8,251
+428
+5% +$54K ﹤0.01% 2003
2018
Q4 		$939K Sell
7,823
-2,082
-21% -$233K ﹤0.01% 1921
2018
Q3 		$1.11M Buy
9,905
+185
+2% +$20K ﹤0.01% 1959
2018
Q2 		$950K Buy
9,720
+342
+4% +$31.4K ﹤0.01% 2027
2018
Q1 		$758K Sell
9,378
-24,222
-72% -$1.92M ﹤0.01% 2046
2017
Q4 		$2.33M Buy
33,600
+228
+0.7% +$16.8K ﹤0.01% 1515
2017
Q3 		$2.5M Sell
33,372
-797
-2% -$55.3K ﹤0.01% 1515
2017
Q2 		$2.09M Buy
34,169
+5,057
+17% +$297K ﹤0.01% 1597
2017
Q1 		$1.44M Sell
29,112
-1,226
-4% -$60.6K ﹤0.01% 1704
2016
Q4 		$1.36M Sell
30,338
-62,098
-67% -$2.89M ﹤0.01% 1763
2016
Q3 		$5.11M Buy
92,436
+2,336
+3% +$129K 0.01% 1091
2016
Q2 		$4.41M Buy
90,100
+89,788
+28,778% +$4.5M 0.01% 1147
2016
Q1 		$15K Sell
312
-14,967
-98% -$868K ﹤0.01% 3502
2015
Q4 		$1.44M Sell
15,279
-186,197
-92% -$16.7M ﹤0.01% 1555
2015
Q3 		$16.1M Buy
201,476
+200,850
+32,085% +$20.8M 0.02% 537
2015
Q2 		$72K Sell
626
-169
-21% -$18.3K ﹤0.01% 2874
2015
Q1 		$74K Buy
795
+66
+9% +$6K ﹤0.01% 2773
2014
Q4 		$62K Buy
729
+129
+22% +$10.3K ﹤0.01% 2981
2014
Q3 		$44K Hold
600
– – ﹤0.01% 3189
2014
Q2 		$43K Buy
600
+200
+50% +$12.5K ﹤0.01% 3263
2014
Q1 		$30K Buy
+400
New +$33.7K ﹤0.01% 3342

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

Bank of Montreal's DATA Position: Q3 2019 in Review

Bank of Montreal sold out of Tableau Software, Inc. (DATA) in Q3 2019, closing a stake of 3,108 shares — an estimated $517K sold.

Bank of Montreal first reported a position in DATA in Q1 2014 and held it in 22 quarters. The position peaked at $16.1M in Q3 2015. 2 funds tracked by Wall St. Rank hold DATA as of Q3 2019.

  • Bank of Montreal reported no remaining Tableau Software, Inc. position as of Q3 2019 after selling out during the quarter.
  • Bank of Montreal sold 3,108 Tableau Software, Inc. shares in Q3 2019, an estimated $517K.
  • Bank of Montreal first reported a position in Tableau Software, Inc. in Q1 2014 and held it in 22 quarters.
  • Bank of Montreal's Tableau Software, Inc. position peaked at $16.1M in Q3 2015.
  • 2 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2019.

Based on Bank of Montreal's 13F filing for Q3 2019, filed 8 Nov 2019.