FM
DATA

Forward Management’s Tableau Software, Inc. DATA Stock Holding History

Forward Management’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
2013
Q4 		– Sell
-2,330
Closed -$110K – 422
2013
Q3 		$110K Buy
2,330
+30
+1% +$1.93K 0.01% 322
2013
Q2 		$93K Buy
+2,300
New +$123K 0.01% 328

Other funds holding DATA

MCAI
Meritech Capital Associates III Palo Alto, California $45.8M AUM 24.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPLP
Lansdowne Partners Limited Partnership London, United Kingdom $11.9B AUM 36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Forward Management's DATA Position: Q4 2013 in Review

Forward Management sold out of Tableau Software, Inc. (DATA) in Q4 2013, closing a stake of 2,330 shares — an estimated $110K sold.

Forward Management first reported a position in DATA in Q2 2013 and held it in 2 quarters. The position peaked at $110K in Q3 2013. 142 funds tracked by Wall St. Rank hold DATA as of Q4 2013.

  • Forward Management reported no remaining Tableau Software, Inc. position as of Q4 2013 after selling out during the quarter.
  • Forward Management sold 2,330 Tableau Software, Inc. shares in Q4 2013, an estimated $110K.
  • Forward Management first reported a position in Tableau Software, Inc. in Q2 2013 and held it in 2 quarters.
  • Forward Management's Tableau Software, Inc. position peaked at $110K in Q3 2013.
  • 142 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q4 2013.

Based on Forward Management's 13F filing for Q4 2013, filed 31 Jan 2014.