Bradley Foster & Sargent’s Tableau Software, Inc. DATA Stock Holding History

Bradley Foster & Sargent’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	-13,330	Closed	-$2.21M	–	356
2019 Q2	$2.21M	Hold	13,330	–	–	0.07%	154
2019 Q1	$1.7M	Buy	13,330 +4,555	+52%	+$575K	0.06%	177
2018 Q4	$1.05M	Buy	8,775 +3,705	+73%	+$414K	0.04%	199
2018 Q3	$567K	Sell	5,070 -2,535	-33%	-$274K	0.02%	275
2018 Q2	$743K	Buy	+7,605	New	+$698K	0.03%	245

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

Bradley Foster & Sargent's DATA Position: Q3 2019 in Review

Bradley Foster & Sargent sold out of Tableau Software, Inc. (DATA) in Q3 2019, closing a stake of 13,330 shares — an estimated $2.21M sold.

Bradley Foster & Sargent first reported a position in DATA in Q2 2018 and held it in 5 quarters. The position peaked at $2.21M in Q2 2019. 2 funds tracked by Wall St. Rank hold DATA as of Q3 2019.

Bradley Foster & Sargent reported no remaining Tableau Software, Inc. position as of Q3 2019 after selling out during the quarter.
Bradley Foster & Sargent sold 13,330 Tableau Software, Inc. shares in Q3 2019, an estimated $2.21M.
Bradley Foster & Sargent first reported a position in Tableau Software, Inc. in Q2 2018 and held it in 5 quarters.
Bradley Foster & Sargent's Tableau Software, Inc. position peaked at $2.21M in Q2 2019.
2 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2019.

Based on Bradley Foster & Sargent's 13F filing for Q3 2019, filed 30 Oct 2019.