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

Clear Perspective 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
2018 Q3	–	Sell	-100	Closed	-$10K	–	474
2018 Q2	$10K	Hold	100	–	–	0.01%	371
2018 Q1	$8K	Hold	100	–	–	0.01%	379
2017 Q4	$7K	Hold	100	–	–	0.01%	370
2017 Q3	$7K	Hold	100	–	–	0.01%	370
2017 Q2	$6K	Hold	100	–	–	0.01%	387
2017 Q1	$5K	Hold	100	–	–	﹤0.01%	357
2016 Q4	$4K	Buy	+100	New	+$4.66K	﹤0.01%	358

Other funds holding DATA

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return

MCMC

Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

KCM

Kensico Capital Management Greenwich, Connecticut $5.83B AUM 42.34% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Clear Perspective Advisors's DATA Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Tableau Software, Inc. (DATA) in Q3 2018, closing a stake of 100 shares — an estimated $10K sold.

Clear Perspective Advisors first reported a position in DATA in Q4 2016 and held it in 7 quarters. The position peaked at $10K in Q2 2018. 318 funds tracked by Wall St. Rank hold DATA as of Q3 2018.

Clear Perspective Advisors reported no remaining Tableau Software, Inc. position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 100 Tableau Software, Inc. shares in Q3 2018, an estimated $10K.
Clear Perspective Advisors first reported a position in Tableau Software, Inc. in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's Tableau Software, Inc. position peaked at $10K in Q2 2018.
318 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.