BA
DATA

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

BKS 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
2015
Q3 		– Sell
-44,995
Closed -$5.19M – 166
2015
Q2 		$5.19M Buy
44,995
+4,200
+10% +$454K 2.48% 9
2015
Q1 		$3.77M Buy
+40,795
New +$3.71M 1.79% 17

Other funds holding DATA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AA
Antipodean Advisors New York $19.5M AUM 6.21% 1-Year Est. Return

BKS Advisors's DATA Position: Q3 2015 in Review

BKS Advisors sold out of Tableau Software, Inc. (DATA) in Q3 2015, closing a stake of 44,995 shares — an estimated $5.19M sold.

BKS Advisors first reported a position in DATA in Q1 2015 and held it in 2 quarters. The position peaked at $5.19M in Q2 2015. 301 funds tracked by Wall St. Rank hold DATA as of Q3 2015.

  • BKS Advisors reported no remaining Tableau Software, Inc. position as of Q3 2015 after selling out during the quarter.
  • BKS Advisors sold 44,995 Tableau Software, Inc. shares in Q3 2015, an estimated $5.19M.
  • BKS Advisors first reported a position in Tableau Software, Inc. in Q1 2015 and held it in 2 quarters.
  • BKS Advisors's Tableau Software, Inc. position peaked at $5.19M in Q2 2015.
  • 301 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2015.

Based on BKS Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.