MFS
DATA

MSI Financial Services’s Tableau Software, Inc. DATA Stock Holding History

MSI Financial Services’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
2016
Q4 		$25K Sell
600
-200
-25% -$9.31K ﹤0.01% 2278
2016
Q3 		$44K Sell
800
-150
-16% -$8.26K ﹤0.01% 1901
2016
Q2 		$46K Buy
950
+78
+9% +$3.91K ﹤0.01% 1866
2016
Q1 		$40K Buy
872
+522
+149% +$30.3K ﹤0.01% 1878
2015
Q4 		$33K Buy
350
+150
+75% +$13.5K ﹤0.01% 1992
2015
Q3 		$16K Sell
200
-450
-69% -$46.7K ﹤0.01% 1843
2015
Q2 		$75K Buy
650
+600
+1,200% +$64.8K 0.01% 1115
2015
Q1 		$5K Hold
50
– – ﹤0.01% 2479
2014
Q4 		$4K Buy
+50
New +$3.98K ﹤0.01% 2247

Other funds holding DATA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

MSI Financial Services's DATA Position: Q4 2016 in Review

MSI Financial Services reduced its Tableau Software, Inc. (DATA) stake by 25% in Q4 2016, selling an estimated $9.31K and leaving 600 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #2278.

MSI Financial Services first reported a position in DATA in Q4 2014 and has held it in 9 quarters since. The position peaked at $75K in Q2 2015. 224 funds tracked by Wall St. Rank hold DATA as of Q4 2016.

  • MSI Financial Services held 600 shares of Tableau Software, Inc. worth $25K as of Q4 2016.
  • MSI Financial Services sold 200 Tableau Software, Inc. shares in Q4 2016, an estimated $9.31K.
  • Tableau Software, Inc. made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2278 holding.
  • MSI Financial Services first reported a position in Tableau Software, Inc. in Q4 2014 and has held it in 9 quarters since.
  • MSI Financial Services's Tableau Software, Inc. position peaked at $75K in Q2 2015.
  • 224 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.