MFW
DATA

Mosaic Family Wealth’s Tableau Software, Inc. DATA Stock Holding History

Mosaic Family Wealth’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
2017
Q4 		– Sell
-25
Closed -$2K – 973
2017
Q3 		$2K Buy
+25
New +$1.74K ﹤0.01% 857

Other funds holding DATA

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $4.9B AUM 41.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPU
Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

Mosaic Family Wealth's DATA Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Tableau Software, Inc. (DATA) in Q4 2017, closing a stake of 25 shares — an estimated $2K sold.

Mosaic Family Wealth first reported a position in DATA in Q3 2017 and held it in 1 quarter. The position peaked at $2K in Q3 2017. 256 funds tracked by Wall St. Rank hold DATA as of Q4 2017.

  • Mosaic Family Wealth reported no remaining Tableau Software, Inc. position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 25 Tableau Software, Inc. shares in Q4 2017, an estimated $2K.
  • Mosaic Family Wealth first reported a position in Tableau Software, Inc. in Q3 2017 and held it in 1 quarter.
  • Mosaic Family Wealth's Tableau Software, Inc. position peaked at $2K in Q3 2017.
  • 256 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.