Principal Financial Group
DATA

Principal Financial Group’s Tableau Software, Inc. DATA Stock Holding History

Principal Financial 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
-9,120
Closed -$1.51M – 2290
2019
Q2 		$1.51M Sell
9,120
-1,186
-12% -$156K ﹤0.01% 1771
2019
Q1 		$1.31M Buy
10,306
+8,153
+379% +$1.03M ﹤0.01% 1795
2018
Q4 		$258K Sell
2,153
-884
-29% -$98.8K ﹤0.01% 2066
2018
Q3 		$339K Buy
+3,037
New +$328K ﹤0.01% 2051
2018
Q2 		– Sell
-3,730
Closed -$301K – 2331
2018
Q1 		$301K Sell
3,730
-42
-1% -$3.33K ﹤0.01% 2021
2017
Q4 		$261K Sell
3,772
-5,808
-61% -$427K ﹤0.01% 2076
2017
Q3 		$717K Buy
+9,580
New +$665K ﹤0.01% 1875
2017
Q2 		– Sell
-4,616
Closed -$229K – 2319
2017
Q1 		$229K Buy
+4,616
New +$228K ﹤0.01% 2073
2016
Q3 		– Sell
-12,518
Closed -$612K – 2205
2016
Q2 		$612K Buy
12,518
+2,852
+30% +$143K ﹤0.01% 1819
2016
Q1 		$443K Sell
9,666
-12,341
-56% -$716K ﹤0.01% 1858
2015
Q4 		$2.07M Sell
22,007
-86
-0.4% -$7.72K ﹤0.01% 1635
2015
Q3 		$1.76M Buy
22,093
+7,268
+49% +$754K ﹤0.01% 1675
2015
Q2 		$1.71M Buy
14,825
+9,348
+171% +$1.01M ﹤0.01% 1714
2015
Q1 		$507K Sell
5,477
-6,611
-55% -$601K ﹤0.01% 1844
2014
Q4 		$1.02M Buy
12,088
+33
+0.3% +$2.63K ﹤0.01% 1793
2014
Q3 		$876K Buy
12,055
+5,694
+90% +$373K ﹤0.01% 1778
2014
Q2 		$454K Buy
+6,361
New +$399K ﹤0.01% 1880

Other funds holding DATA

Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
IIM
Ironwood Investment Management Boston, Massachusetts $289M AUM 60.38% 1-Year Est. Return

Principal Financial Group's DATA Position: Q3 2019 in Review

Principal Financial Group sold out of Tableau Software, Inc. (DATA) in Q3 2019, closing a stake of 9,120 shares — an estimated $1.51M sold.

Principal Financial Group first reported a position in DATA in Q2 2014 and held it in 17 quarters. The position peaked at $2.07M in Q4 2015. 2 funds tracked by Wall St. Rank hold DATA as of Q3 2019.

  • Principal Financial Group reported no remaining Tableau Software, Inc. position as of Q3 2019 after selling out during the quarter.
  • Principal Financial Group sold 9,120 Tableau Software, Inc. shares in Q3 2019, an estimated $1.51M.
  • Principal Financial Group first reported a position in Tableau Software, Inc. in Q2 2014 and held it in 17 quarters.
  • Principal Financial Group's Tableau Software, Inc. position peaked at $2.07M in Q4 2015.
  • 2 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2019.

Based on Principal Financial Group's 13F filing for Q3 2019, filed 13 Nov 2019.