Capital Analysts LLC’s Tableau Software, Inc. DATA Stock Holding History

Capital Analysts LLC’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	-100	Closed	-$17K	–	742
2019 Q2	$17K	Hold	100	–	–	﹤0.01%	478
2019 Q1	$12K	Hold	100	–	–	﹤0.01%	498
2018 Q4	$12K	Hold	100	–	–	﹤0.01%	454
2018 Q3	$11K	Hold	100	–	–	﹤0.01%	442
2018 Q2	$10K	Hold	100	–	–	﹤0.01%	472
2018 Q1	$8K	Hold	100	–	–	﹤0.01%	468
2017 Q4	$7K	Buy	+100	New	+$7.35K	﹤0.01%	408

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

Capital Analysts LLC's DATA Position: Q3 2019 in Review

Capital Analysts LLC sold out of Tableau Software, Inc. (DATA) in Q3 2019, closing a stake of 100 shares — an estimated $17K sold.

Capital Analysts LLC first reported a position in DATA in Q4 2017 and held it in 7 quarters. The position peaked at $17K in Q2 2019. 2 funds tracked by Wall St. Rank hold DATA as of Q3 2019.

Capital Analysts LLC reported no remaining Tableau Software, Inc. position as of Q3 2019 after selling out during the quarter.
Capital Analysts LLC sold 100 Tableau Software, Inc. shares in Q3 2019, an estimated $17K.
Capital Analysts LLC first reported a position in Tableau Software, Inc. in Q4 2017 and held it in 7 quarters.
Capital Analysts LLC's Tableau Software, Inc. position peaked at $17K in Q2 2019.
2 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2019.

Based on Capital Analysts LLC's 13F filing for Q3 2019, filed 12 Nov 2019.