PFO
DATA

Pathstone Family Office’s Tableau Software, Inc. DATA Stock Holding History

Pathstone Family Office’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
2014
Q4 		– Sell
-191
Closed -$14K – 293
2014
Q3 		$14K Hold
191
– – 0.04% 185
2014
Q2 		$14K Buy
191
+65
+52% +$4.08K 0.04% 81
2014
Q1 		$10K Buy
+126
New +$10.6K 0.03% 97

Other funds holding DATA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
MCAI
Meritech Capital Associates III Palo Alto, California $45.8M AUM 24.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Pathstone Family Office's DATA Position: Q4 2014 in Review

Pathstone Family Office sold out of Tableau Software, Inc. (DATA) in Q4 2014, closing a stake of 191 shares — an estimated $14K sold.

Pathstone Family Office first reported a position in DATA in Q1 2014 and held it in 3 quarters. The position peaked at $14K in Q3 2014. 240 funds tracked by Wall St. Rank hold DATA as of Q4 2014.

  • Pathstone Family Office reported no remaining Tableau Software, Inc. position as of Q4 2014 after selling out during the quarter.
  • Pathstone Family Office sold 191 Tableau Software, Inc. shares in Q4 2014, an estimated $14K.
  • Pathstone Family Office first reported a position in Tableau Software, Inc. in Q1 2014 and held it in 3 quarters.
  • Pathstone Family Office's Tableau Software, Inc. position peaked at $14K in Q3 2014.
  • 240 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q4 2014.

Based on Pathstone Family Office's 13F filing for Q4 2014, filed 6 Feb 2015.