Level Four Advisory Services’s Tableau Software, Inc. DATA Stock Holding History

Level Four Advisory 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
2018 Q4	–	Sell	-2,636	Closed	-$295K	–	600
2018 Q3	$295K	Sell	2,636 -6,756	-72%	-$729K	0.03%	467
2018 Q2	$918K	Sell	9,392 -399	-4%	-$36.6K	0.07%	252
2018 Q1	$791K	Buy	9,791 +416	+4%	+$33K	0.06%	273
2017 Q4	$649K	Buy	+9,375	New	+$689K	0.05%	314

Other funds holding DATA

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MCMC

Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return

Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

KCM

Kensico Capital Management Greenwich, Connecticut $5.83B AUM 42.34% 1-Year Est. Return

Level Four Advisory Services's DATA Position: Q4 2018 in Review

Level Four Advisory Services sold out of Tableau Software, Inc. (DATA) in Q4 2018, closing a stake of 2,636 shares — an estimated $295K sold.

Level Four Advisory Services first reported a position in DATA in Q4 2017 and held it in 4 quarters. The position peaked at $918K in Q2 2018. 334 funds tracked by Wall St. Rank hold DATA as of Q4 2018.

Level Four Advisory Services reported no remaining Tableau Software, Inc. position as of Q4 2018 after selling out during the quarter.
Level Four Advisory Services sold 2,636 Tableau Software, Inc. shares in Q4 2018, an estimated $295K.
Level Four Advisory Services first reported a position in Tableau Software, Inc. in Q4 2017 and held it in 4 quarters.
Level Four Advisory Services's Tableau Software, Inc. position peaked at $918K in Q2 2018.
334 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q4 2018.

Based on Level Four Advisory Services's 13F filing for Q4 2018, filed 8 Feb 2019.