Nelson Capital Management’s Tableau Software, Inc. DATA Stock Holding History

Nelson Capital 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	-53	Closed	-$9K	–	358
2019 Q2	$9K	Hold	53	–	–	﹤0.01%	231
2019 Q1	$7K	Hold	53	–	–	﹤0.01%	218
2018 Q4	$6K	Hold	53	–	–	﹤0.01%	232
2018 Q3	$6K	Hold	53	–	–	﹤0.01%	225
2018 Q2	$5K	Hold	53	–	–	﹤0.01%	228
2018 Q1	$4K	Hold	53	–	–	﹤0.01%	239
2017 Q4	$4K	Hold	53	–	–	﹤0.01%	286
2017 Q3	$4K	Hold	53	–	–	﹤0.01%	227
2017 Q2	$3K	Sell	53 -73	-58%	-$4.28K	﹤0.01%	259
2017 Q1	$6K	Buy	126 +85	+207%	+$4.2K	﹤0.01%	230
2016 Q4	$2K	Buy	+41	New	+$1.91K	﹤0.01%	245
2016 Q3	–	Sell	-164	Closed	-$8K	–	282
2016 Q2	$8K	Buy	+164	New	+$8.22K	﹤0.01%	219

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

Nelson Capital Management's DATA Position: Q3 2019 in Review

Nelson Capital Management sold out of Tableau Software, Inc. (DATA) in Q3 2019, closing a stake of 53 shares — an estimated $9K sold.

Nelson Capital Management first reported a position in DATA in Q2 2016 and held it in 12 quarters. The position peaked at $9K in Q2 2019. 2 funds tracked by Wall St. Rank hold DATA as of Q3 2019.

Nelson Capital Management reported no remaining Tableau Software, Inc. position as of Q3 2019 after selling out during the quarter.
Nelson Capital Management sold 53 Tableau Software, Inc. shares in Q3 2019, an estimated $9K.
Nelson Capital Management first reported a position in Tableau Software, Inc. in Q2 2016 and held it in 12 quarters.
Nelson Capital Management's Tableau Software, Inc. position peaked at $9K in Q2 2019.
2 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2019.

Based on Nelson Capital Management's 13F filing for Q3 2019, filed 8 Nov 2019.