HR
DATA

Howe & Rusling’s Tableau Software, Inc. DATA Stock Holding History

Howe & Rusling’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
-44
Closed -$7K – 889
2019
Q2 		$7K Sell
44
-2
-4% -$263 ﹤0.01% 500
2019
Q1 		$6K Sell
46
-4
-8% -$505 ﹤0.01% 526
2018
Q4 		$6K Buy
50
+15
+43% +$1.68K ﹤0.01% 528
2018
Q3 		$4K Hold
35
– – ﹤0.01% 650
2018
Q2 		$3K Hold
35
– – ﹤0.01% 644
2018
Q1 		$3K Sell
35
-9
-20% -$713 ﹤0.01% 745
2017
Q4 		$3K Hold
44
– – ﹤0.01% 679
2017
Q3 		$3K Hold
44
– – ﹤0.01% 713
2017
Q2 		$3K Hold
44
– – ﹤0.01% 776
2017
Q1 		$2K Sell
44
-6
-12% -$297 ﹤0.01% 893
2016
Q4 		$2K Buy
50
+30
+150% +$1.4K ﹤0.01% 920
2016
Q3 		$1K Buy
+20
New +$1.1K ﹤0.01% 1004

Other funds holding DATA

ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
IIM
Ironwood Investment Management Boston, Massachusetts $289M AUM 60.38% 1-Year Est. Return

Howe & Rusling's DATA Position: Q3 2019 in Review

Howe & Rusling sold out of Tableau Software, Inc. (DATA) in Q3 2019, closing a stake of 44 shares — an estimated $7K sold.

Howe & Rusling first reported a position in DATA in Q3 2016 and held it in 12 quarters. The position peaked at $7K in Q2 2019. 2 funds tracked by Wall St. Rank hold DATA as of Q3 2019.

  • Howe & Rusling reported no remaining Tableau Software, Inc. position as of Q3 2019 after selling out during the quarter.
  • Howe & Rusling sold 44 Tableau Software, Inc. shares in Q3 2019, an estimated $7K.
  • Howe & Rusling first reported a position in Tableau Software, Inc. in Q3 2016 and held it in 12 quarters.
  • Howe & Rusling's Tableau Software, Inc. position peaked at $7K in Q2 2019.
  • 2 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2019.

Based on Howe & Rusling's 13F filing for Q3 2019, filed 31 Oct 2019.