EWA
DATA

EP Wealth Advisors’s Tableau Software, Inc. DATA Stock Holding History

EP Wealth Advisors’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
-5,750
Closed -$955K – 373
2019
Q2 		$955K Buy
+5,750
New +$756K 0.06% 134

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

EP Wealth Advisors's DATA Position: Q3 2019 in Review

EP Wealth Advisors sold out of Tableau Software, Inc. (DATA) in Q3 2019, closing a stake of 5,750 shares — an estimated $955K sold.

EP Wealth Advisors first reported a position in DATA in Q2 2019 and held it in 1 quarter. The position peaked at $955K in Q2 2019. 2 funds tracked by Wall St. Rank hold DATA as of Q3 2019.

  • EP Wealth Advisors reported no remaining Tableau Software, Inc. position as of Q3 2019 after selling out during the quarter.
  • EP Wealth Advisors sold 5,750 Tableau Software, Inc. shares in Q3 2019, an estimated $955K.
  • EP Wealth Advisors first reported a position in Tableau Software, Inc. in Q2 2019 and held it in 1 quarter.
  • EP Wealth Advisors's Tableau Software, Inc. position peaked at $955K in Q2 2019.
  • 2 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2019.

Based on EP Wealth Advisors's 13F filing for Q3 2019, filed 18 Nov 2019.