Ladenburg Thalmann Financial Services
DATA

Ladenburg Thalmann Financial Services’s Tableau Software, Inc. DATA Stock Holding History

Ladenburg Thalmann Financial Services’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
-2,365
Closed -$392K – 5638
2019
Q2 		$392K Sell
2,365
-608
-20% -$79.9K ﹤0.01% 1942
2019
Q1 		$378K Buy
2,973
+113
+4% +$14.3K ﹤0.01% 1903
2018
Q4 		$343K Sell
2,860
-182
-6% -$20.3K ﹤0.01% 1816
2018
Q3 		$340K Sell
3,042
-3,582
-54% -$386K ﹤0.01% 1896
2018
Q2 		$534K Hold
6,624
– – 0.01% 1512
2018
Q1 		$534K Buy
6,624
+263
+4% +$20.8K 0.01% 1512
2017
Q4 		$440K Buy
6,361
+216
+4% +$15.9K ﹤0.01% 1648
2017
Q3 		$460K Buy
6,145
+433
+8% +$30.1K 0.01% 1527
2017
Q2 		$350K Sell
5,712
-100
-2% -$5.87K ﹤0.01% 1634
2017
Q1 		$289K Sell
5,812
-128
-2% -$6.33K ﹤0.01% 1659
2016
Q4 		$251K Buy
5,940
+2,718
+84% +$127K ﹤0.01% 1660
2016
Q3 		$178K Buy
3,222
+414
+15% +$22.8K ﹤0.01% 1829
2016
Q2 		$138K Sell
2,808
-246
-8% -$12.3K ﹤0.01% 1924
2016
Q1 		$140K Sell
3,054
-5,427
-64% -$315K ﹤0.01% 1845
2015
Q4 		$799K Sell
8,481
-446
-5% -$40K 0.01% 788
2015
Q3 		$712K Buy
8,927
+7,642
+595% +$793K 0.01% 798
2015
Q2 		$148K Sell
1,285
-91
-7% -$9.83K ﹤0.01% 1818
2015
Q1 		$128K Sell
1,376
-299
-18% -$27.2K ﹤0.01% 1912
2014
Q4 		$142K Buy
1,675
+237
+16% +$18.9K ﹤0.01% 1661
2014
Q3 		$104K Buy
1,438
+368
+34% +$24.1K ﹤0.01% 1582
2014
Q2 		$76K Buy
1,070
+316
+42% +$19.8K ﹤0.01% 1778
2014
Q1 		$57K Buy
754
+454
+151% +$38.2K ﹤0.01% 1870
2013
Q4 		$21K Hold
300
– – ﹤0.01% 2518
2013
Q3 		$21K Buy
+300
New +$19.3K ﹤0.01% 2426

Other funds holding DATA

Advisory Services Network
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

Ladenburg Thalmann Financial Services's DATA Position: Q3 2019 in Review

Ladenburg Thalmann Financial Services sold out of Tableau Software, Inc. (DATA) in Q3 2019, closing a stake of 2,365 shares — an estimated $392K sold.

Ladenburg Thalmann Financial Services first reported a position in DATA in Q3 2013 and held it in 24 quarters. The position peaked at $799K in Q4 2015. 2 funds tracked by Wall St. Rank hold DATA as of Q3 2019.

  • Ladenburg Thalmann Financial Services reported no remaining Tableau Software, Inc. position as of Q3 2019 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 2,365 Tableau Software, Inc. shares in Q3 2019, an estimated $392K.
  • Ladenburg Thalmann Financial Services first reported a position in Tableau Software, Inc. in Q3 2013 and held it in 24 quarters.
  • Ladenburg Thalmann Financial Services's Tableau Software, Inc. position peaked at $799K in Q4 2015.
  • 2 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q3 2019, filed 14 Nov 2019.