JMPWA
DATA

JP Morgan Private Wealth Advisors’s Tableau Software, Inc. DATA Stock Holding History

JP Morgan Private Wealth Advisors’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
-3,115
Closed -$517K – 1514
2019
Q2 		$517K Sell
3,115
-199
-6% -$26.2K ﹤0.01% 972
2019
Q1 		$422K Buy
3,314
+140
+4% +$17.7K ﹤0.01% 1088
2018
Q4 		$381K Hold
3,174
– – ﹤0.01% 1064
2018
Q3 		$355K Sell
3,174
-160
-5% -$17.3K ﹤0.01% 1218
2018
Q2 		$326K Sell
3,334
-200
-6% -$18.3K ﹤0.01% 1176
2018
Q1 		$286K Sell
3,534
-790
-18% -$62.6K ﹤0.01% 1061
2017
Q4 		$299K Sell
4,324
-16
-0.4% -$1.18K ﹤0.01% 1060
2017
Q3 		$325K Sell
4,340
-10,311
-70% -$716K ﹤0.01% 995
2017
Q2 		$897K Buy
+14,651
New +$859K 0.01% 651
2016
Q4 		– Sell
-4,200
Closed -$232K – 1320
2016
Q3 		$232K Buy
+4,200
New +$231K ﹤0.01% 1090
2015
Q3 		– Sell
-2,064
Closed -$238K – 1175
2015
Q2 		$238K Sell
2,064
-497
-19% -$53.7K ﹤0.01% 925
2015
Q1 		$237K Sell
2,561
-923
-26% -$83.9K ﹤0.01% 977
2014
Q4 		$295K Buy
+3,484
New +$277K ﹤0.01% 882

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

JP Morgan Private Wealth Advisors's DATA Position: Q3 2019 in Review

JP Morgan Private Wealth Advisors sold out of Tableau Software, Inc. (DATA) in Q3 2019, closing a stake of 3,115 shares — an estimated $517K sold.

JP Morgan Private Wealth Advisors first reported a position in DATA in Q4 2014 and held it in 13 quarters. The position peaked at $897K in Q2 2017. 2 funds tracked by Wall St. Rank hold DATA as of Q3 2019.

  • JP Morgan Private Wealth Advisors reported no remaining Tableau Software, Inc. position as of Q3 2019 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 3,115 Tableau Software, Inc. shares in Q3 2019, an estimated $517K.
  • JP Morgan Private Wealth Advisors first reported a position in Tableau Software, Inc. in Q4 2014 and held it in 13 quarters.
  • JP Morgan Private Wealth Advisors's Tableau Software, Inc. position peaked at $897K in Q2 2017.
  • 2 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2019.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.