MWR
DATA

McAdams Wright Ragen’s Tableau Software, Inc. DATA Stock Holding History

McAdams Wright Ragen’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
2014
Q3 		– Sell
-8,925
Closed -$636K – 444
2014
Q2 		$636K Buy
8,925
+200
+2% +$12.5K 0.04% 234
2014
Q1 		$663K Buy
8,725
+368
+4% +$31K 0.04% 217
2013
Q4 		$576K Buy
+8,357
New +$547K 0.04% 228

Other funds holding DATA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MCAI
Meritech Capital Associates III Palo Alto, California $45.8M AUM 24.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

McAdams Wright Ragen's DATA Position: Q3 2014 in Review

McAdams Wright Ragen sold out of Tableau Software, Inc. (DATA) in Q3 2014, closing a stake of 8,925 shares — an estimated $636K sold.

McAdams Wright Ragen first reported a position in DATA in Q4 2013 and held it in 3 quarters. The position peaked at $663K in Q1 2014. 210 funds tracked by Wall St. Rank hold DATA as of Q3 2014.

  • McAdams Wright Ragen reported no remaining Tableau Software, Inc. position as of Q3 2014 after selling out during the quarter.
  • McAdams Wright Ragen sold 8,925 Tableau Software, Inc. shares in Q3 2014, an estimated $636K.
  • McAdams Wright Ragen first reported a position in Tableau Software, Inc. in Q4 2013 and held it in 3 quarters.
  • McAdams Wright Ragen's Tableau Software, Inc. position peaked at $663K in Q1 2014.
  • 210 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.