HPWM
DATA

Highland Private Wealth Management’s Tableau Software, Inc. DATA Stock Holding History

Highland Private 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
2017
Q1 		– Sell
-5,000
Closed -$211K – 84
2016
Q4 		$211K Hold
5,000
– – 0.11% 73
2016
Q3 		$276K Hold
5,000
– – 0.14% 56
2016
Q2 		$245K Hold
5,000
– – 0.14% 62
2016
Q1 		$229K Hold
5,000
– – 0.14% 61
2015
Q4 		$471K Buy
+5,000
New +$449K 0.34% 25

Other funds holding DATA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
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
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
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Highland Private Wealth Management's DATA Position: Q1 2017 in Review

Highland Private Wealth Management sold out of Tableau Software, Inc. (DATA) in Q1 2017, closing a stake of 5,000 shares — an estimated $211K sold.

Highland Private Wealth Management first reported a position in DATA in Q4 2015 and held it in 5 quarters. The position peaked at $471K in Q4 2015. 214 funds tracked by Wall St. Rank hold DATA as of Q1 2017.

  • Highland Private Wealth Management reported no remaining Tableau Software, Inc. position as of Q1 2017 after selling out during the quarter.
  • Highland Private Wealth Management sold 5,000 Tableau Software, Inc. shares in Q1 2017, an estimated $211K.
  • Highland Private Wealth Management first reported a position in Tableau Software, Inc. in Q4 2015 and held it in 5 quarters.
  • Highland Private Wealth Management's Tableau Software, Inc. position peaked at $471K in Q4 2015.
  • 214 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q1 2017.

Based on Highland Private Wealth Management's 13F filing for Q1 2017, filed 5 May 2017.