PCIG
DATA

Partners Capital Investment Group’s Tableau Software, Inc. DATA Stock Holding History

Partners Capital Investment 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
-53,867
Closed -$8.94M – 95
2019
Q2 		$8.94M Buy
53,867
+4,505
+9% +$592K 0.89% 30
2019
Q1 		$6.28M Buy
49,362
+5,453
+12% +$689K 0.62% 42
2018
Q4 		$5.27M Sell
43,909
-20,692
-32% -$2.31M 0.63% 31
2018
Q3 		$7.22M Buy
64,601
+8,342
+15% +$900K 0.78% 26
2018
Q2 		$5.5M Buy
56,259
+11,667
+26% +$1.07M 0.71% 26
2018
Q1 		$3.6M Buy
44,592
+31,561
+242% +$2.5M 0.48% 28
2017
Q4 		$902K Buy
+13,031
New +$958K 0.15% 56

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