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
2016 Q4	–	Sell	-100	Closed	-$1K	–	4978
2016 Q3	$1K	Buy	+100	New	+$5.5K	﹤0.01%	4499

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

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.