Institute for Wealth Management’s Tableau Software, Inc. DATA Stock Holding History

Institute for 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	-3,368	Closed	-$559K	–	483
2019 Q2	$559K	Sell	3,368 -392	-10%	-$51.5K	0.12%	239
2019 Q1	$479K	Sell	3,760 -350	-9%	-$44.2K	0.1%	250
2018 Q4	$493K	Buy	+4,110	New	+$459K	0.2%	151
2018 Q1	–	Sell	-3,983	Closed	-$276K	–	418
2017 Q4	$276K	Buy	+3,983	New	+$293K	0.06%	312
2017 Q3	–	Sell	-4,190	Closed	-$258K	–	417
2017 Q2	$258K	Buy	+4,190	New	+$246K	0.07%	334

Other funds holding DATA

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

Institute for Wealth Management's DATA Position: Q3 2019 in Review

Institute for Wealth Management sold out of Tableau Software, Inc. (DATA) in Q3 2019, closing a stake of 3,368 shares — an estimated $559K sold.

Institute for Wealth Management first reported a position in DATA in Q2 2017 and held it in 5 quarters. The position peaked at $559K in Q2 2019. 2 funds tracked by Wall St. Rank hold DATA as of Q3 2019.

Institute for Wealth Management reported no remaining Tableau Software, Inc. position as of Q3 2019 after selling out during the quarter.
Institute for Wealth Management sold 3,368 Tableau Software, Inc. shares in Q3 2019, an estimated $559K.
Institute for Wealth Management first reported a position in Tableau Software, Inc. in Q2 2017 and held it in 5 quarters.
Institute for Wealth Management's Tableau Software, Inc. position peaked at $559K in Q2 2019.
2 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2019.

Based on Institute for Wealth Management's 13F filing for Q3 2019, filed 28 Oct 2019.