Loring Wolcott & Coolidge Fiduciary Advisors’s Tableau Software, Inc. DATA Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2019 Q3	–	Sell	-265	Closed	-$44K	–	759
2019 Q2	$44K	Hold	265	–	–	﹤0.01%	414
2019 Q1	$34K	Hold	265	–	–	﹤0.01%	448
2018 Q4	$32K	Hold	265	–	–	﹤0.01%	460
2018 Q3	$30K	Hold	265	–	–	﹤0.01%	463
2018 Q2	$26K	Hold	265	–	–	﹤0.01%	487
2018 Q1	$21K	Hold	265	–	–	﹤0.01%	536
2017 Q4	$18K	Hold	265	–	–	﹤0.01%	532
2017 Q3	$20K	Hold	265	–	–	﹤0.01%	511
2017 Q2	$17K	Hold	265	–	–	﹤0.01%	511
2017 Q1	$13K	Hold	265	–	–	﹤0.01%	536
2016 Q4	$11K	Hold	265	–	–	﹤0.01%	529
2016 Q3	$15K	Hold	265	–	–	﹤0.01%	513
2016 Q2	$13K	Hold	265	–	–	﹤0.01%	523
2016 Q1	$12K	Hold	265	–	–	﹤0.01%	527
2015 Q4	$25K	Hold	265	–	–	﹤0.01%	495
2015 Q3	$31K	Hold	265	–	–	﹤0.01%	465
2015 Q2	$31K	Hold	265	–	–	﹤0.01%	465
2015 Q1	$25K	Hold	265	–	–	﹤0.01%	496
2014 Q4	$22K	Buy	+265	New	+$21.1K	﹤0.01%	493

Other funds holding DATA

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

IIM

Ironwood Investment Management Boston, Massachusetts $240M AUM 45.82% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's DATA Position: Q3 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Tableau Software, Inc. (DATA) in Q3 2019, closing a stake of 265 shares — an estimated $44K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DATA in Q4 2014 and held it in 19 quarters. The position peaked at $44K in Q2 2019. 2 funds tracked by Wall St. Rank hold DATA as of Q3 2019.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Tableau Software, Inc. position as of Q3 2019 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 265 Tableau Software, Inc. shares in Q3 2019, an estimated $44K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Tableau Software, Inc. in Q4 2014 and held it in 19 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Tableau Software, Inc. position peaked at $44K in Q2 2019.
2 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.