Berman Capital Advisors’s Tableau Software, Inc. DATA Stock Holding History

Berman Capital 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 Q3	–	Sell	-167	Closed	-$27K	–	1674
2019 Q2	$27K	Buy	167 +53	+46%	+$6.96K	0.01%	437
2019 Q1	$14K	Buy	114 +34	+43%	+$4.29K	﹤0.01%	566
2018 Q4	$9K	Buy	+80	New	+$8.94K	﹤0.01%	543

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

Berman Capital Advisors's DATA Position: Q3 2019 in Review

Berman Capital Advisors sold out of Tableau Software, Inc. (DATA) in Q3 2019, closing a stake of 167 shares — an estimated $27K sold.

Berman Capital Advisors first reported a position in DATA in Q4 2018 and held it in 3 quarters. The position peaked at $27K in Q2 2019. 2 funds tracked by Wall St. Rank hold DATA as of Q3 2019.

Berman Capital Advisors reported no remaining Tableau Software, Inc. position as of Q3 2019 after selling out during the quarter.
Berman Capital Advisors sold 167 Tableau Software, Inc. shares in Q3 2019, an estimated $27K.
Berman Capital Advisors first reported a position in Tableau Software, Inc. in Q4 2018 and held it in 3 quarters.
Berman Capital Advisors's Tableau Software, Inc. position peaked at $27K in Q2 2019.
2 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2019.

Based on Berman Capital Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.