Optimum Investment Advisors’s Tableau Software, Inc. DATA Stock Holding History

Optimum Investment Advisors’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	-400	Closed	-$66K	–	1049
2019 Q2	$66K	Hold	400	–	–	0.02%	454
2019 Q1	$51K	Hold	400	–	–	0.02%	502
2018 Q4	$48K	Sell	400 -300	-43%	-$33.5K	0.02%	485
2018 Q3	$78K	Buy	700 +300	+75%	+$32.4K	0.02%	443
2018 Q2	$39K	Hold	400	–	–	0.01%	584
2018 Q1	$32K	Buy	+400	New	+$31.7K	0.01%	613
2015 Q1	$130K	Buy	1,400 +1,200	+600%	+$109K	0.04%	345
2014 Q4	$17K	Buy	+200	New	+$15.9K	0.01%	759

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

Optimum Investment Advisors's DATA Position: Q3 2019 in Review

Optimum Investment Advisors sold out of Tableau Software, Inc. (DATA) in Q3 2019, closing a stake of 400 shares — an estimated $66K sold.

Optimum Investment Advisors first reported a position in DATA in Q4 2014 and held it in 8 quarters. The position peaked at $130K in Q1 2015. 2 funds tracked by Wall St. Rank hold DATA as of Q3 2019.

Optimum Investment Advisors reported no remaining Tableau Software, Inc. position as of Q3 2019 after selling out during the quarter.
Optimum Investment Advisors sold 400 Tableau Software, Inc. shares in Q3 2019, an estimated $66K.
Optimum Investment Advisors first reported a position in Tableau Software, Inc. in Q4 2014 and held it in 8 quarters.
Optimum Investment Advisors's Tableau Software, Inc. position peaked at $130K in Q1 2015.
2 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2019.

Based on Optimum Investment Advisors's 13F filing for Q3 2019, filed 17 Oct 2019.