LPL Financial
DATA

LPL Financial’s Tableau Software, Inc. DATA Stock Holding History

LPL Financial’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
-3,868
Closed -$642K – 3427
2019
Q2 		$642K Sell
3,868
-7,093
-65% -$932K ﹤0.01% 2076
2019
Q1 		$1.4M Sell
10,961
-2,603
-19% -$329K ﹤0.01% 1428
2018
Q4 		$1.63M Buy
13,564
+547
+4% +$61.1K ﹤0.01% 1190
2018
Q3 		$1.46M Buy
13,017
+7,316
+128% +$789K ﹤0.01% 1393
2018
Q2 		$557K Buy
5,701
+3,147
+123% +$289K ﹤0.01% 2108
2018
Q1 		$206K Buy
+2,554
New +$202K ﹤0.01% 2944
2017
Q4 		– Sell
-3,586
Closed -$269K – 3098
2017
Q3 		$269K Buy
+3,586
New +$249K ﹤0.01% 2457
2016
Q2 		– Sell
-6,423
Closed -$291K – 3118
2016
Q1 		$291K Sell
6,423
-17,304
-73% -$1M ﹤0.01% 2538
2015
Q4 		$2.24M Buy
23,727
+10,606
+81% +$952K 0.01% 1099
2015
Q3 		$1.09M Buy
13,121
+11,391
+658% +$1.18M 0.01% 1187
2015
Q2 		$202K Buy
+1,730
New +$187K ﹤0.01% 2625
2015
Q1 		– Sell
-19,724
Closed -$1.67M – 2880
2014
Q4 		$1.67M Sell
19,724
-7,237
-27% -$576K 0.01% 995
2014
Q3 		$1.83M Buy
+26,961
New +$1.77M 0.01% 901

Other funds holding DATA

ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
IIM
Ironwood Investment Management Boston, Massachusetts $289M AUM 60.38% 1-Year Est. Return

LPL Financial's DATA Position: Q3 2019 in Review

LPL Financial sold out of Tableau Software, Inc. (DATA) in Q3 2019, closing a stake of 3,868 shares — an estimated $642K sold.

LPL Financial first reported a position in DATA in Q3 2014 and held it in 13 quarters. The position peaked at $2.24M in Q4 2015. 2 funds tracked by Wall St. Rank hold DATA as of Q3 2019.

  • LPL Financial reported no remaining Tableau Software, Inc. position as of Q3 2019 after selling out during the quarter.
  • LPL Financial sold 3,868 Tableau Software, Inc. shares in Q3 2019, an estimated $642K.
  • LPL Financial first reported a position in Tableau Software, Inc. in Q3 2014 and held it in 13 quarters.
  • LPL Financial's Tableau Software, Inc. position peaked at $2.24M in Q4 2015.
  • 2 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2019.

Based on LPL Financial's 13F filing for Q3 2019, filed 13 Nov 2019.