NFG
DATA

Next Financial Group’s Tableau Software, Inc. DATA Stock Holding History

Next Financial Group’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
-50
Closed -$8K – 2500
2019
Q2 		$8K Hold
50
– – ﹤0.01% 1775
2019
Q1 		$6K Sell
50
-100
-67% -$12.6K ﹤0.01% 1240
2018
Q4 		$18K Hold
150
– – ﹤0.01% 1148
2018
Q3 		$17K Buy
+150
New +$16.2K 0.01% 845
2017
Q4 		– Sell
-200
Closed -$16K – 1645
2017
Q3 		$16K Hold
200
– – ﹤0.01% 1058
2017
Q2 		$12K Hold
200
– – ﹤0.01% 1271
2017
Q1 		$11K Sell
200
-50
-20% -$2.47K ﹤0.01% 1259
2016
Q4 		$11K Hold
250
– – ﹤0.01% 1629
2016
Q3 		$14K Buy
250
+50
+25% +$2.75K ﹤0.01% 1528
2016
Q2 		$9K Sell
200
-50
-20% -$2.5K ﹤0.01% 1249
2016
Q1 		$11K Buy
250
+6
+2% +$348 ﹤0.01% 1143
2015
Q4 		$22K Hold
244
– – 0.01% 894
2015
Q3 		$19K Hold
244
– – 0.01% 980
2015
Q2 		$28K Hold
244
– – 0.01% 875
2015
Q1 		$22K Buy
244
+100
+69% +$9.09K 0.01% 965
2014
Q4 		$12K Buy
144
+44
+44% +$3.5K ﹤0.01% 1187
2014
Q3 		$7K Hold
100
– – ﹤0.01% 1953
2014
Q2 		$6K Buy
+100
New +$6.27K ﹤0.01% 894

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

Next Financial Group's DATA Position: Q3 2019 in Review

Next Financial Group sold out of Tableau Software, Inc. (DATA) in Q3 2019, closing a stake of 50 shares — an estimated $8K sold.

Next Financial Group first reported a position in DATA in Q2 2014 and held it in 18 quarters. The position peaked at $28K in Q2 2015. 2 funds tracked by Wall St. Rank hold DATA as of Q3 2019.

  • Next Financial Group reported no remaining Tableau Software, Inc. position as of Q3 2019 after selling out during the quarter.
  • Next Financial Group sold 50 Tableau Software, Inc. shares in Q3 2019, an estimated $8K.
  • Next Financial Group first reported a position in Tableau Software, Inc. in Q2 2014 and held it in 18 quarters.
  • Next Financial Group's Tableau Software, Inc. position peaked at $28K in Q2 2015.
  • 2 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2019.

Based on Next Financial Group's 13F filing for Q3 2019, filed 17 Oct 2019.