Institutional & Family Asset Management’s Tableau Software, Inc. DATA Stock Holding History

Institutional & Family Asset 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 Q2	–	Sell	-25	Closed	-$3K	–	898
2019 Q1	$3K	Hold	25	–	–	﹤0.01%	689
2018 Q4	$3K	Hold	25	–	–	﹤0.01%	667
2018 Q3	$3K	Hold	25	–	–	﹤0.01%	711
2018 Q2	$2K	Hold	25	–	–	﹤0.01%	762
2018 Q1	$2K	Buy	+25	New	+$1.98K	﹤0.01%	750

Other funds holding DATA

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MCMC

Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Institutional & Family Asset Management's DATA Position: Q2 2019 in Review

Institutional & Family Asset Management sold out of Tableau Software, Inc. (DATA) in Q2 2019, closing a stake of 25 shares — an estimated $3K sold.

Institutional & Family Asset Management first reported a position in DATA in Q1 2018 and held it in 5 quarters. The position peaked at $3K in Q1 2019. 385 funds tracked by Wall St. Rank hold DATA as of Q2 2019.

Institutional & Family Asset Management reported no remaining Tableau Software, Inc. position as of Q2 2019 after selling out during the quarter.
Institutional & Family Asset Management sold 25 Tableau Software, Inc. shares in Q2 2019, an estimated $3K.
Institutional & Family Asset Management first reported a position in Tableau Software, Inc. in Q1 2018 and held it in 5 quarters.
Institutional & Family Asset Management's Tableau Software, Inc. position peaked at $3K in Q1 2019.
385 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q2 2019.

Based on Institutional & Family Asset Management's 13F filing for Q2 2019, filed 14 Aug 2019.