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 Q2	–	Sell	-800	Closed	-$9K	–	2168
2019 Q1	$9K	Sell	800 -100	-11%	-$12.6K	﹤0.01%	1886
2018 Q4	$10K	Buy	+900	New	+$101K	﹤0.01%	1837
2016 Q1	–	Sell	-1,000	Closed	-$8K	–	4656
2015 Q4	$8K	Buy	+1,000	New	+$89.8K	﹤0.01%	3465

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.