KJWM
DATA

Kiley Juergens Wealth Management’s Tableau Software, Inc. DATA Stock Holding History

Kiley Juergens 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
2018
Q4 		– Sell
-165
Closed – – 760
2018
Q3 		$0 Hold
165
– – ﹤0.01% 788
2018
Q2 		$0 Buy
+165
New +$15.1K ﹤0.01% 726
2018
Q1 		– Sell
-165
Closed – – 689
2017
Q4 		$0 Buy
+165
New +$12.1K ﹤0.01% 714

Other funds holding DATA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Baillie Gifford & Co
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

Kiley Juergens Wealth Management's DATA Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Tableau Software, Inc. (DATA) in Q4 2018, closing a stake of 165 shares.

Kiley Juergens Wealth Management first reported a position in DATA in Q4 2017 and held it in 3 quarters. The position peaked at $0 in Q3 2018. 334 funds tracked by Wall St. Rank hold DATA as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Tableau Software, Inc. position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 165 Tableau Software, Inc. shares in Q4 2018.
  • Kiley Juergens Wealth Management first reported a position in Tableau Software, Inc. in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Tableau Software, Inc. position peaked at $0 in Q3 2018.
  • 334 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.