Creative Planning
DATA

Creative Planning’s Tableau Software, Inc. DATA Stock Holding History

Creative Planning’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
-30,312
Closed -$5.03M – 2161
2019
Q2 		$5.03M Buy
30,312
+657
+2% +$86.3K 0.02% 287
2019
Q1 		$3.77M Sell
29,655
-891
-3% -$113K 0.01% 323
2018
Q4 		$3.67M Buy
30,546
+6,115
+25% +$684K 0.02% 300
2018
Q3 		$2.73M Buy
24,431
+2,276
+10% +$246K 0.01% 401
2018
Q2 		$2.17M Buy
+22,155
New +$2.03M 0.01% 446
2017
Q3 		– Sell
-1,104
Closed -$68K – 4291
2017
Q2 		$68K Sell
1,104
-301
-21% -$17.7K ﹤0.01% 2282
2017
Q1 		$70K Buy
1,405
+1,050
+296% +$51.9K ﹤0.01% 2216
2016
Q4 		$15K Sell
355
-916
-72% -$42.7K ﹤0.01% 3290
2016
Q3 		$70K Sell
1,271
-4,330
-77% -$238K ﹤0.01% 2115
2016
Q2 		$274K Buy
5,601
+5,381
+2,446% +$270K ﹤0.01% 1099
2016
Q1 		$10K Buy
220
+22
+11% +$1.28K ﹤0.01% 3260
2015
Q4 		$19K Buy
198
+100
+102% +$8.98K ﹤0.01% 2898
2015
Q3 		$8K Buy
+98
New +$10.2K ﹤0.01% 3382
2015
Q2 		– Sell
-70
Closed -$6K – 3532
2015
Q1 		$6K Buy
+70
New +$6.36K ﹤0.01% 3487

Other funds holding DATA

ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
IIM
Ironwood Investment Management Boston, Massachusetts $289M AUM 60.38% 1-Year Est. Return

Creative Planning's DATA Position: Q3 2019 in Review

Creative Planning sold out of Tableau Software, Inc. (DATA) in Q3 2019, closing a stake of 30,312 shares — an estimated $5.03M sold.

Creative Planning first reported a position in DATA in Q1 2015 and held it in 14 quarters. The position peaked at $5.03M in Q2 2019. 2 funds tracked by Wall St. Rank hold DATA as of Q3 2019.

  • Creative Planning reported no remaining Tableau Software, Inc. position as of Q3 2019 after selling out during the quarter.
  • Creative Planning sold 30,312 Tableau Software, Inc. shares in Q3 2019, an estimated $5.03M.
  • Creative Planning first reported a position in Tableau Software, Inc. in Q1 2015 and held it in 14 quarters.
  • Creative Planning's Tableau Software, Inc. position peaked at $5.03M in Q2 2019.
  • 2 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2019.

Based on Creative Planning's 13F filing for Q3 2019, filed 1 Nov 2019.