Lido Advisors
DATA

Lido Advisors’s Tableau Software, Inc. DATA Stock Holding History

Lido Advisors’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
Q3 		– Sell
-7,213
Closed -$442K – 343
2017
Q2 		$442K Buy
+7,213
New +$423K 0.09% 126

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPU
Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

Lido Advisors's DATA Position: Q3 2017 in Review

Lido Advisors sold out of Tableau Software, Inc. (DATA) in Q3 2017, closing a stake of 7,213 shares — an estimated $442K sold.

Lido Advisors first reported a position in DATA in Q2 2017 and held it in 1 quarter. The position peaked at $442K in Q2 2017. 243 funds tracked by Wall St. Rank hold DATA as of Q3 2017.

  • Lido Advisors reported no remaining Tableau Software, Inc. position as of Q3 2017 after selling out during the quarter.
  • Lido Advisors sold 7,213 Tableau Software, Inc. shares in Q3 2017, an estimated $442K.
  • Lido Advisors first reported a position in Tableau Software, Inc. in Q2 2017 and held it in 1 quarter.
  • Lido Advisors's Tableau Software, Inc. position peaked at $442K in Q2 2017.
  • 243 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2017.

Based on Lido Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.