BAM
DATA

Belpointe Asset Management’s Tableau Software, Inc. DATA Stock Holding History

Belpointe Asset Management’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
-2,575
Closed -$288K – 662
2018
Q3 		$288K Buy
2,575
+40
+2% +$4.32K 0.05% 373
2018
Q2 		$248K Buy
+2,535
New +$233K 0.07% 292

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

Belpointe Asset Management's DATA Position: Q4 2018 in Review

Belpointe Asset Management sold out of Tableau Software, Inc. (DATA) in Q4 2018, closing a stake of 2,575 shares — an estimated $288K sold.

Belpointe Asset Management first reported a position in DATA in Q2 2018 and held it in 2 quarters. The position peaked at $288K in Q3 2018. 334 funds tracked by Wall St. Rank hold DATA as of Q4 2018.

  • Belpointe Asset Management reported no remaining Tableau Software, Inc. position as of Q4 2018 after selling out during the quarter.
  • Belpointe Asset Management sold 2,575 Tableau Software, Inc. shares in Q4 2018, an estimated $288K.
  • Belpointe Asset Management first reported a position in Tableau Software, Inc. in Q2 2018 and held it in 2 quarters.
  • Belpointe Asset Management's Tableau Software, Inc. position peaked at $288K in Q3 2018.
  • 334 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q4 2018.

Based on Belpointe Asset Management's 13F filing for Q4 2018, filed 6 Mar 2019.