Harvest Group Wealth Management’s Tableau Software, Inc. DATA Stock Holding History

Harvest Group Wealth 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	-27	Closed	-$4K	–	1180
2019 Q2	$4K	Hold	27	–	–	0.01%	424
2019 Q1	$3K	Buy	+27	New	+$3.41K	﹤0.01%	566

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

Harvest Group Wealth Management's DATA Position: Q3 2019 in Review

Harvest Group Wealth Management sold out of Tableau Software, Inc. (DATA) in Q3 2019, closing a stake of 27 shares — an estimated $4K sold.

Harvest Group Wealth Management first reported a position in DATA in Q1 2019 and held it in 2 quarters. The position peaked at $4K in Q2 2019. 2 funds tracked by Wall St. Rank hold DATA as of Q3 2019.

Harvest Group Wealth Management reported no remaining Tableau Software, Inc. position as of Q3 2019 after selling out during the quarter.
Harvest Group Wealth Management sold 27 Tableau Software, Inc. shares in Q3 2019, an estimated $4K.
Harvest Group Wealth Management first reported a position in Tableau Software, Inc. in Q1 2019 and held it in 2 quarters.
Harvest Group Wealth Management's Tableau Software, Inc. position peaked at $4K in Q2 2019.
2 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2019.

Based on Harvest Group Wealth Management's 13F filing for Q3 2019, filed 1 Nov 2019.