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

Marcus Capital’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
2018 Q3	$807K	Sell	7,225 -650	-8%	-$70.1K	2.35%	17
2018 Q2	$770K	Sell	7,875 -775	-9%	-$71.1K	2.45%	15
2018 Q1	$699K	Buy	8,650 +425	+5%	+$33.7K	2.57%	16
2017 Q4	$569K	Sell	8,225 -26,050	-76%	-$1.92M	2.18%	20
2017 Q3	$2.57M	Sell	34,275 -25,000	-42%	-$1.74M	3.65%	7
2017 Q2	$3.63M	Sell	59,275 -775	-1%	-$45.5K	3.11%	8
2017 Q1	$2.98M	Buy	60,050 +275	+0.5%	+$13.6K	2.78%	15
2016 Q4	$2.52M	Sell	59,775 -5,100	-8%	-$238K	2.72%	14
2016 Q3	$3.59M	Buy	64,875 +10,325	+19%	+$568K	3.45%	5
2016 Q2	$2.67M	Buy	54,550 +10,800	+25%	+$541K	2.81%	11
2016 Q1	$2.01M	Buy	43,750 +525	+1%	+$30.5K	2.21%	21
2015 Q4	$4.07M	Buy	+43,225	New	+$3.88M	4.33%	4

Other funds holding DATA

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

MCMC

Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Marcus Capital's DATA Position: Q3 2018 in Review

Marcus Capital reduced its Tableau Software, Inc. (DATA) stake by 8.3% in Q3 2018, selling an estimated $70.1K and leaving 7,225 shares worth $807K. The position accounts for 2.35% of the portfolio, ranked #17.

Marcus Capital first reported a position in DATA in Q4 2015 and has held it in 12 quarters since. The position peaked at $4.07M in Q4 2015. 318 funds tracked by Wall St. Rank hold DATA as of Q3 2018.

Marcus Capital held 7,225 shares of Tableau Software, Inc. worth $807K as of Q3 2018.
Marcus Capital sold 650 Tableau Software, Inc. shares in Q3 2018, an estimated $70.1K.
Tableau Software, Inc. made up 2.35% of Marcus Capital's portfolio in Q3 2018, its #17 holding.
Marcus Capital first reported a position in Tableau Software, Inc. in Q4 2015 and has held it in 12 quarters since.
Marcus Capital's Tableau Software, Inc. position peaked at $4.07M in Q4 2015.
318 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2018.

Based on Marcus Capital's 13F filing for Q3 2018, filed 13 Nov 2018.