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

Global Endowment 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
2019 Q3	–	Sell	-2,700	Closed	-$449K	–	177
2019 Q2	$449K	Sell	2,700 -3,840	-59%	-$505K	0.04%	107
2019 Q1	$832K	Buy	+6,540	New	+$826K	0.12%	136
2018 Q4	–	Sell	-3,550	Closed	-$396K	–	243
2018 Q3	$396K	Buy	3,550 +400	+13%	+$43.2K	0.05%	172
2018 Q2	$308K	Sell	3,150 -30	-0.9%	-$2.75K	0.04%	201
2018 Q1	$257K	Sell	3,180 -500	-14%	-$39.6K	0.04%	209
2017 Q4	$254K	Buy	3,680 +300	+9%	+$22.1K	0.04%	197
2017 Q3	$253K	Hold	3,380	–	–	0.04%	227
2017 Q2	$207K	Buy	+3,380	New	+$198K	0.03%	236

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

Global Endowment Management's DATA Position: Q3 2019 in Review

Global Endowment Management sold out of Tableau Software, Inc. (DATA) in Q3 2019, closing a stake of 2,700 shares — an estimated $449K sold.

Global Endowment Management first reported a position in DATA in Q2 2017 and held it in 8 quarters. The position peaked at $832K in Q1 2019. 2 funds tracked by Wall St. Rank hold DATA as of Q3 2019.

Global Endowment Management reported no remaining Tableau Software, Inc. position as of Q3 2019 after selling out during the quarter.
Global Endowment Management sold 2,700 Tableau Software, Inc. shares in Q3 2019, an estimated $449K.
Global Endowment Management first reported a position in Tableau Software, Inc. in Q2 2017 and held it in 8 quarters.
Global Endowment Management's Tableau Software, Inc. position peaked at $832K in Q1 2019.
2 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2019.

Based on Global Endowment Management's 13F filing for Q3 2019, filed 13 Nov 2019.