Financial Architects (New Jersey)’s Tableau Software, Inc. DATA Stock Holding History

Financial Architects (New Jersey)’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
2017 Q1	–	Sell	-57	Closed	-$2K	–	1658
2016 Q4	$2K	Hold	57	–	–	﹤0.01%	1319
2016 Q3	$3K	Hold	57	–	–	﹤0.01%	1292
2016 Q2	$3K	Hold	57	–	–	﹤0.01%	1259
2016 Q1	$3K	Buy	+57	New	+$3.31K	﹤0.01%	1008
2015 Q3	–	Sell	-792	Closed	-$91K	–	1065
2015 Q2	$91K	Sell	792 -487	-38%	-$52.6K	0.03%	319
2015 Q1	$118K	Buy	1,279 +119	+10%	+$10.8K	0.05%	258
2014 Q4	$98K	Buy	1,160 +500	+76%	+$39.8K	0.04%	251
2014 Q3	$48K	Hold	660	–	–	0.02%	313
2014 Q2	$47K	Buy	+660	New	+$41.4K	0.02%	331

Other funds holding DATA

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return

CCM

Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MCMC

Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Financial Architects (New Jersey)'s DATA Position: Q1 2017 in Review

Financial Architects (New Jersey) sold out of Tableau Software, Inc. (DATA) in Q1 2017, closing a stake of 57 shares — an estimated $2K sold.

Financial Architects (New Jersey) first reported a position in DATA in Q2 2014 and held it in 9 quarters. The position peaked at $118K in Q1 2015. 214 funds tracked by Wall St. Rank hold DATA as of Q1 2017.

Financial Architects (New Jersey) reported no remaining Tableau Software, Inc. position as of Q1 2017 after selling out during the quarter.
Financial Architects (New Jersey) sold 57 Tableau Software, Inc. shares in Q1 2017, an estimated $2K.
Financial Architects (New Jersey) first reported a position in Tableau Software, Inc. in Q2 2014 and held it in 9 quarters.
Financial Architects (New Jersey)'s Tableau Software, Inc. position peaked at $118K in Q1 2015.
214 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q1 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2017, filed 26 Apr 2017.