MWM
DATA

Mascoma Wealth Management’s Tableau Software, Inc. DATA Stock Holding History

Mascoma Wealth Management’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
Q1 		– Sell
-65
Closed -$5K – 390
2017
Q4 		$5K Sell
65
-255
-80% -$18.8K ﹤0.01% 307
2017
Q3 		$24K Hold
320
– – 0.02% 212
2017
Q2 		$20K Hold
320
– – 0.01% 240
2017
Q1 		$16K Hold
320
– – 0.01% 235
2016
Q4 		$13K Buy
+320
New +$14.9K 0.01% 250

Other funds holding DATA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $63.1B AUM 35.51% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $5.83B AUM 42.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCM
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Mascoma Wealth Management's DATA Position: Q1 2018 in Review

Mascoma Wealth Management sold out of Tableau Software, Inc. (DATA) in Q1 2018, closing a stake of 65 shares — an estimated $5K sold.

Mascoma Wealth Management first reported a position in DATA in Q4 2016 and held it in 5 quarters. The position peaked at $24K in Q3 2017. 282 funds tracked by Wall St. Rank hold DATA as of Q1 2018.

  • Mascoma Wealth Management reported no remaining Tableau Software, Inc. position as of Q1 2018 after selling out during the quarter.
  • Mascoma Wealth Management sold 65 Tableau Software, Inc. shares in Q1 2018, an estimated $5K.
  • Mascoma Wealth Management first reported a position in Tableau Software, Inc. in Q4 2016 and held it in 5 quarters.
  • Mascoma Wealth Management's Tableau Software, Inc. position peaked at $24K in Q3 2017.
  • 282 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q1 2018.

Based on Mascoma Wealth Management's 13F filing for Q1 2018, filed 24 Apr 2018.