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
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 $7.52B AUM 29.01% 1-Year Est. Return
IIM
Ironwood Investment Management Boston, Massachusetts $240M AUM 45.82% 1-Year Est. Return