NCM
DATA

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

New 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
-32
Closed -$5K – 140
2019
Q2 		$5K Hold
32
– – 0.01% 117
2019
Q1 		$4K Buy
+32
New +$4.04K 0.01% 122

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

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

New Capital Management sold out of Tableau Software, Inc. (DATA) in Q3 2019, closing a stake of 32 shares — an estimated $5K sold.

New Capital Management first reported a position in DATA in Q1 2019 and held it in 2 quarters. The position peaked at $5K in Q2 2019. 2 funds tracked by Wall St. Rank hold DATA as of Q3 2019.

  • New Capital Management reported no remaining Tableau Software, Inc. position as of Q3 2019 after selling out during the quarter.
  • New Capital Management sold 32 Tableau Software, Inc. shares in Q3 2019, an estimated $5K.
  • New Capital Management first reported a position in Tableau Software, Inc. in Q1 2019 and held it in 2 quarters.
  • New Capital Management's Tableau Software, Inc. position peaked at $5K in Q2 2019.
  • 2 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2019.

Based on New Capital Management's 13F filing for Q3 2019, filed 9 Oct 2019.