First Trust Advisors
DATA

First Trust Advisors’s Tableau Software, Inc. DATA Stock Holding History

First Trust 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
-291,253
Closed -$48.4M – 2562
2019
Q2 		$48.4M Sell
291,253
-25,725
-8% -$3.38M 0.09% 277
2019
Q1 		$40.3M Buy
316,978
+72,158
+29% +$9.11M 0.08% 314
2018
Q4 		$29.4M Sell
244,820
-108,593
-31% -$12.1M 0.07% 366
2018
Q3 		$39.5M Buy
353,413
+122,605
+53% +$13.2M 0.07% 309
2018
Q2 		$22.6M Buy
230,808
+99,346
+76% +$9.11M 0.05% 513
2018
Q1 		$10.6M Sell
131,462
-251,919
-66% -$20M 0.02% 743
2017
Q4 		$26.5M Buy
383,381
+161,974
+73% +$11.9M 0.06% 418
2017
Q3 		$16.6M Buy
221,407
+148,618
+204% +$10.3M 0.04% 578
2017
Q2 		$4.46M Buy
+72,789
New +$4.27M 0.01% 1073
2017
Q1 		– Sell
-71,334
Closed -$3.01M – 2504
2016
Q4 		$3.01M Buy
71,334
+28,168
+65% +$1.31M 0.01% 1210
2016
Q3 		$2.39M Buy
+43,166
New +$2.38M 0.01% 1246
2016
Q2 		– Sell
-52,589
Closed -$2.41M – 2420
2016
Q1 		$2.41M Sell
52,589
-32,663
-38% -$1.9M 0.01% 1202
2015
Q4 		$8.03M Sell
85,252
-93,848
-52% -$8.43M 0.02% 764
2015
Q3 		$14.3M Buy
179,100
+14,959
+9% +$1.55M 0.04% 502
2015
Q2 		$18.9M Buy
164,141
+1,233
+0.8% +$133K 0.05% 465
2015
Q1 		$15.1M Buy
162,908
+70,936
+77% +$6.45M 0.04% 539
2014
Q4 		$7.8M Buy
+91,972
New +$7.32M 0.03% 836

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

First Trust Advisors's DATA Position: Q3 2019 in Review

First Trust Advisors sold out of Tableau Software, Inc. (DATA) in Q3 2019, closing a stake of 291,253 shares — an estimated $48.4M sold.

First Trust Advisors first reported a position in DATA in Q4 2014 and held it in 17 quarters. The position peaked at $48.4M in Q2 2019. 2 funds tracked by Wall St. Rank hold DATA as of Q3 2019.

  • First Trust Advisors reported no remaining Tableau Software, Inc. position as of Q3 2019 after selling out during the quarter.
  • First Trust Advisors sold 291,253 Tableau Software, Inc. shares in Q3 2019, an estimated $48.4M.
  • First Trust Advisors first reported a position in Tableau Software, Inc. in Q4 2014 and held it in 17 quarters.
  • First Trust Advisors's Tableau Software, Inc. position peaked at $48.4M in Q2 2019.
  • 2 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2019.

Based on First Trust Advisors's 13F filing for Q3 2019, filed 4 Nov 2019.