Northeast Financial Consultants’s Tableau Software, Inc. DATA Stock Holding History

Northeast Financial Consultants’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	-2,100	Closed	-$349K	–	333
2019 Q2	$349K	Hold	2,100	–	–	0.04%	220
2019 Q1	$267K	Buy	+2,100	New	+$265K	0.03%	250

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

Northeast Financial Consultants's DATA Position: Q3 2019 in Review

Northeast Financial Consultants sold out of Tableau Software, Inc. (DATA) in Q3 2019, closing a stake of 2,100 shares — an estimated $349K sold.

Northeast Financial Consultants first reported a position in DATA in Q1 2019 and held it in 2 quarters. The position peaked at $349K in Q2 2019. 2 funds tracked by Wall St. Rank hold DATA as of Q3 2019.

Northeast Financial Consultants reported no remaining Tableau Software, Inc. position as of Q3 2019 after selling out during the quarter.
Northeast Financial Consultants sold 2,100 Tableau Software, Inc. shares in Q3 2019, an estimated $349K.
Northeast Financial Consultants first reported a position in Tableau Software, Inc. in Q1 2019 and held it in 2 quarters.
Northeast Financial Consultants's Tableau Software, Inc. position peaked at $349K in Q2 2019.
2 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2019.

Based on Northeast Financial Consultants's 13F filing for Q3 2019, filed 13 Nov 2019.