Morgan Stanley
DATA

Morgan Stanley’s Tableau Software, Inc. DATA Stock Holding History

Morgan Stanley’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
-348,276
Closed -$57.8M – 6930
2019
Q2 		$57.8M Buy
348,276
+190,587
+121% +$25M 0.02% 785
2019
Q1 		$20.1M Buy
157,689
+77,608
+97% +$9.8M 0.01% 1439
2018
Q4 		$9.61M Sell
80,081
-4,503
-5% -$503K ﹤0.01% 2184
2018
Q3 		$9.45M Buy
84,584
+6,209
+8% +$670K ﹤0.01% 2467
2018
Q2 		$7.66M Buy
78,375
+17,409
+29% +$1.6M ﹤0.01% 2676
2018
Q1 		$4.93M Sell
60,966
-245
-0.4% -$19.4K ﹤0.01% 3044
2017
Q4 		$4.24M Sell
61,211
-10,237
-14% -$753K ﹤0.01% 3293
2017
Q3 		$5.35M Sell
71,448
-80,000
-53% -$5.55M ﹤0.01% 2894
2017
Q2 		$9.28M Sell
151,448
-46,506
-23% -$2.73M ﹤0.01% 2246
2017
Q1 		$9.81M Sell
197,954
-53,571
-21% -$2.65M ﹤0.01% 2217
2016
Q4 		$10.6M Sell
251,525
-412,505
-62% -$19.2M ﹤0.01% 2195
2016
Q3 		$36.7M Sell
664,030
-156,731
-19% -$8.63M 0.01% 1035
2016
Q2 		$40.2M Sell
820,761
-247,331
-23% -$12.4M 0.01% 929
2016
Q1 		$49M Sell
1,068,092
-831,927
-44% -$48.3M 0.02% 765
2015
Q4 		$179M Sell
1,900,019
-461,243
-20% -$41.4M 0.06% 313
2015
Q3 		$188M Buy
2,361,262
+912,192
+63% +$94.6M 0.07% 301
2015
Q2 		$167M Sell
1,449,070
-46,030
-3% -$4.97M 0.06% 356
2015
Q1 		$138M Buy
1,495,100
+389,766
+35% +$35.4M 0.05% 397
2014
Q4 		$93.7M Sell
1,105,334
-41,030
-4% -$3.26M 0.03% 540
2014
Q3 		$83.3M Buy
1,146,364
+649,418
+131% +$42.5M 0.03% 591
2014
Q2 		$35.4M Sell
496,946
-18,394
-4% -$1.15M 0.01% 1002
2014
Q1 		$39.2M Sell
515,340
-34,593
-6% -$2.91M 0.02% 889
2013
Q4 		$37.9M Sell
549,933
-34,814
-6% -$2.28M 0.02% 897
2013
Q3 		$41.7M Sell
584,747
-28,549
-5% -$1.83M 0.02% 765
2013
Q2 		$34M Buy
+613,296
New +$32.8M 0.02% 843

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

Morgan Stanley's DATA Position: Q3 2019 in Review

Morgan Stanley sold out of Tableau Software, Inc. (DATA) in Q3 2019, closing a stake of 348,276 shares — an estimated $57.8M sold.

Morgan Stanley first reported a position in DATA in Q2 2013 and held it in 25 quarters. The position peaked at $188M in Q3 2015. 2 funds tracked by Wall St. Rank hold DATA as of Q3 2019.

  • Morgan Stanley reported no remaining Tableau Software, Inc. position as of Q3 2019 after selling out during the quarter.
  • Morgan Stanley sold 348,276 Tableau Software, Inc. shares in Q3 2019, an estimated $57.8M.
  • Morgan Stanley first reported a position in Tableau Software, Inc. in Q2 2013 and held it in 25 quarters.
  • Morgan Stanley's Tableau Software, Inc. position peaked at $188M in Q3 2015.
  • 2 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2019.

Based on Morgan Stanley's 13F filing for Q3 2019, filed 14 Nov 2019.