LWM
DATA

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

LBA 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
2017
Q1 		$5K Hold
100
– – ﹤0.01% 369
2016
Q4 		$4K Hold
100
– – ﹤0.01% 389
2016
Q3 		$6K Hold
100
– – ﹤0.01% 366
2016
Q2 		$5K Hold
100
– – ﹤0.01% 368
2016
Q1 		$5K Hold
100
– – ﹤0.01% 356
2015
Q4 		$9K Hold
100
– – 0.01% 303
2015
Q3 		$8K Buy
+100
New +$10.4K 0.01% 268

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
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 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
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

LBA Wealth Management's DATA Position: Q1 2017 in Review

LBA Wealth Management held its Tableau Software, Inc. (DATA) position steady in Q1 2017 at 100 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

LBA Wealth Management first reported a position in DATA in Q3 2015 and has held it in 7 quarters since. The position peaked at $9K in Q4 2015. 214 funds tracked by Wall St. Rank hold DATA as of Q1 2017.

  • LBA Wealth Management held 100 shares of Tableau Software, Inc. worth $5K as of Q1 2017.
  • LBA Wealth Management left its Tableau Software, Inc. share count unchanged in Q1 2017.
  • Tableau Software, Inc. made up ﹤0.01% of LBA Wealth Management's portfolio in Q1 2017, its #369 holding.
  • LBA Wealth Management first reported a position in Tableau Software, Inc. in Q3 2015 and has held it in 7 quarters since.
  • LBA Wealth Management's Tableau Software, Inc. position peaked at $9K in Q4 2015.
  • 214 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.