MWM
DATA

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

Merriman 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
2019
Q3 		– Sell
-40,355
Closed -$67.8K – 206
2019
Q2 		$67.8K Buy
40,355
+1,000
+3% +$131K 1.31% 24
2019
Q1 		$5.01M Buy
39,355
+1,000
+3% +$126K 0.95% 36
2018
Q4 		$4.79M Buy
38,355
+1,000
+3% +$112K 1.03% 17
2018
Q3 		$4.17M Buy
37,355
+255
+0.7% +$27.5K 0.89% 29
2018
Q2 		$3.63M Buy
37,100
+949
+3% +$87K 0.83% 31
2018
Q1 		$2.92M Buy
36,151
+951
+3% +$75.3K 0.77% 30
2017
Q4 		$2.44M Sell
35,200
-2,022
-5% -$149K 0.59% 47
2017
Q3 		$2.79M Buy
37,222
+3,000
+9% +$208K 0.66% 40
2017
Q2 		$2.1M Buy
34,222
+3,000
+10% +$176K 0.58% 46
2017
Q1 		$1.55M Buy
+31,222
New +$1.54M 0.38% 60

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

Merriman Wealth Management's DATA Position: Q3 2019 in Review

Merriman Wealth Management sold out of Tableau Software, Inc. (DATA) in Q3 2019, closing a stake of 40,355 shares — an estimated $67.8K sold.

Merriman Wealth Management first reported a position in DATA in Q1 2017 and held it in 10 quarters. The position peaked at $5.01M in Q1 2019. 2 funds tracked by Wall St. Rank hold DATA as of Q3 2019.

  • Merriman Wealth Management reported no remaining Tableau Software, Inc. position as of Q3 2019 after selling out during the quarter.
  • Merriman Wealth Management sold 40,355 Tableau Software, Inc. shares in Q3 2019, an estimated $67.8K.
  • Merriman Wealth Management first reported a position in Tableau Software, Inc. in Q1 2017 and held it in 10 quarters.
  • Merriman Wealth Management's Tableau Software, Inc. position peaked at $5.01M in Q1 2019.
  • 2 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2019.

Based on Merriman Wealth Management's 13F filing for Q3 2019, filed 18 Oct 2019.