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

Kingsview 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	-1,798	Closed	-$299K	–	500
2019 Q2	$299K	Sell	1,798 -2,786	-61%	-$366K	0.05%	324
2019 Q1	$583K	Buy	+4,584	New	+$579K	0.09%	241

Other funds holding DATA

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

IIM

Ironwood Investment Management Boston, Massachusetts $240M AUM 45.82% 1-Year Est. Return

Kingsview Wealth Management's DATA Position: Q3 2019 in Review

Kingsview Wealth Management sold out of Tableau Software, Inc. (DATA) in Q3 2019, closing a stake of 1,798 shares — an estimated $299K sold.

Kingsview Wealth Management first reported a position in DATA in Q1 2019 and held it in 2 quarters. The position peaked at $583K in Q1 2019. 2 funds tracked by Wall St. Rank hold DATA as of Q3 2019.

Kingsview Wealth Management reported no remaining Tableau Software, Inc. position as of Q3 2019 after selling out during the quarter.
Kingsview Wealth Management sold 1,798 Tableau Software, Inc. shares in Q3 2019, an estimated $299K.
Kingsview Wealth Management first reported a position in Tableau Software, Inc. in Q1 2019 and held it in 2 quarters.
Kingsview Wealth Management's Tableau Software, Inc. position peaked at $583K in Q1 2019.
2 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2019.

Based on Kingsview Wealth Management's 13F filing for Q3 2019, filed 29 Jan 2020.