OFW
DATA

Omnia Family Wealth’s Tableau Software, Inc. DATA Stock Holding History

Omnia Family Wealth’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
Q2 		– Sell
-28
Closed -$4K – 593
2019
Q1 		$4K Hold
28
– – ﹤0.01% 364
2018
Q4 		$3K Hold
28
– – ﹤0.01% 374
2018
Q3 		$3K Hold
28
– – ﹤0.01% 409
2018
Q2 		$3K Hold
28
– – ﹤0.01% 387
2018
Q1 		$2K Hold
28
– – ﹤0.01% 513
2017
Q4 		$2K Sell
28
-63
-69% -$4.63K ﹤0.01% 535
2017
Q3 		$7K Hold
91
– – ﹤0.01% 315
2017
Q2 		$6K Hold
91
– – ﹤0.01% 372
2017
Q1 		$5K Buy
91
+28
+44% +$1.38K ﹤0.01% 415
2016
Q4 		$3K Buy
+63
New +$2.93K ﹤0.01% 555

Other funds holding DATA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $5.83B AUM 42.34% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Omnia Family Wealth's DATA Position: Q2 2019 in Review

Omnia Family Wealth sold out of Tableau Software, Inc. (DATA) in Q2 2019, closing a stake of 28 shares — an estimated $4K sold.

Omnia Family Wealth first reported a position in DATA in Q4 2016 and held it in 10 quarters. The position peaked at $7K in Q3 2017. 385 funds tracked by Wall St. Rank hold DATA as of Q2 2019.

  • Omnia Family Wealth reported no remaining Tableau Software, Inc. position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 28 Tableau Software, Inc. shares in Q2 2019, an estimated $4K.
  • Omnia Family Wealth first reported a position in Tableau Software, Inc. in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's Tableau Software, Inc. position peaked at $7K in Q3 2017.
  • 385 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.