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

Lowe Wealth 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	-20	Closed	-$3K	–	314
2019 Q2	$3K	Hold	20	–	–	﹤0.01%	242
2019 Q1	$2K	Hold	20	–	–	﹤0.01%	240
2018 Q4	$2K	Hold	20	–	–	﹤0.01%	225
2018 Q3	$2K	Hold	20	–	–	﹤0.01%	264
2018 Q2	$2K	Hold	20	–	–	﹤0.01%	213
2018 Q1	$2K	Hold	20	–	–	﹤0.01%	219
2017 Q4	$1K	Hold	20	–	–	﹤0.01%	250
2017 Q3	$1K	Hold	20	–	–	﹤0.01%	241
2017 Q2	$1K	Hold	20	–	–	﹤0.01%	219
2017 Q1	$1K	Buy	+20	New	+$989	﹤0.01%	221

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

Lowe Wealth Advisors's DATA Position: Q3 2019 in Review

Lowe Wealth Advisors sold out of Tableau Software, Inc. (DATA) in Q3 2019, closing a stake of 20 shares — an estimated $3K sold.

Lowe Wealth Advisors first reported a position in DATA in Q1 2017 and held it in 10 quarters. The position peaked at $3K in Q2 2019. 2 funds tracked by Wall St. Rank hold DATA as of Q3 2019.

Lowe Wealth Advisors reported no remaining Tableau Software, Inc. position as of Q3 2019 after selling out during the quarter.
Lowe Wealth Advisors sold 20 Tableau Software, Inc. shares in Q3 2019, an estimated $3K.
Lowe Wealth Advisors first reported a position in Tableau Software, Inc. in Q1 2017 and held it in 10 quarters.
Lowe Wealth Advisors's Tableau Software, Inc. position peaked at $3K in Q2 2019.
2 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2019.

Based on Lowe Wealth Advisors's 13F filing for Q3 2019, filed 8 Oct 2019.