Concert Wealth Management’s Tableau Software, Inc. DATA Stock Holding History

Concert Wealth Management’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
2016 Q1	–	Sell	-2,276	Closed	-$215K	–	729
2015 Q4	$215K	Buy	+2,276	New	+$204K	0.03%	575
2015 Q3	–	Sell	-2,426	Closed	-$282K	–	755
2015 Q2	$282K	Sell	2,426 -236	-9%	-$25.5K	0.04%	527
2015 Q1	$247K	Hold	2,662	–	–	0.07%	344
2014 Q4	$223K	Sell	2,662 -402	-13%	-$32K	0.03%	546
2014 Q3	$223K	Sell	3,064 -475	-13%	-$31.1K	0.03%	472
2014 Q2	$246K	Sell	3,539 -26	-0.7%	-$1.63K	0.03%	466
2014 Q1	$271K	Hold	3,565	–	–	0.03%	435
2013 Q4	$248K	Buy	+3,565	New	+$234K	0.03%	434

Other funds holding DATA

MCMC

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCPEM

Bain Capital Public Equity Management Boston, Massachusetts $1.05B AUM 25.71% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ACM

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

Concert Wealth Management's DATA Position: Q1 2016 in Review

Concert Wealth Management sold out of Tableau Software, Inc. (DATA) in Q1 2016, closing a stake of 2,276 shares — an estimated $215K sold.

Concert Wealth Management first reported a position in DATA in Q4 2013 and held it in 8 quarters. The position peaked at $282K in Q2 2015. 260 funds tracked by Wall St. Rank hold DATA as of Q1 2016.

Concert Wealth Management reported no remaining Tableau Software, Inc. position as of Q1 2016 after selling out during the quarter.
Concert Wealth Management sold 2,276 Tableau Software, Inc. shares in Q1 2016, an estimated $215K.
Concert Wealth Management first reported a position in Tableau Software, Inc. in Q4 2013 and held it in 8 quarters.
Concert Wealth Management's Tableau Software, Inc. position peaked at $282K in Q2 2015.
260 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q1 2016.

Based on Concert Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.