LCM
DATA

Levitt Capital Management’s Tableau Software, Inc. DATA Stock Holding History

Levitt Capital 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
2014
Q2 		$130K Sell
1,822
-7,945
-81% -$498K 0.31% 60
2014
Q1 		$743K Buy
+9,767
New +$822K 0.71% 41

Other funds holding DATA

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
MCAI
Meritech Capital Associates III Palo Alto, California $45.8M AUM 24.9% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
CCI
Columbus Circle Investors $2.28B AUM 135.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Levitt Capital Management's DATA Position: Q2 2014 in Review

Levitt Capital Management reduced its Tableau Software, Inc. (DATA) stake by 81% in Q2 2014, selling an estimated $498K and leaving 1,822 shares worth $130K. The position accounts for 0.31% of the portfolio, ranked #60.

Levitt Capital Management first reported a position in DATA in Q1 2014 and has held it in 2 quarters since. The position peaked at $743K in Q1 2014. 209 funds tracked by Wall St. Rank hold DATA as of Q2 2014.

  • Levitt Capital Management held 1,822 shares of Tableau Software, Inc. worth $130K as of Q2 2014.
  • Levitt Capital Management sold 7,945 Tableau Software, Inc. shares in Q2 2014, an estimated $498K.
  • Tableau Software, Inc. made up 0.31% of Levitt Capital Management's portfolio in Q2 2014, its #60 holding.
  • Levitt Capital Management first reported a position in Tableau Software, Inc. in Q1 2014 and has held it in 2 quarters since.
  • Levitt Capital Management's Tableau Software, Inc. position peaked at $743K in Q1 2014.
  • 209 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q2 2014.

Based on Levitt Capital Management's 13F filing for Q2 2014, filed 21 Jul 2014.