RIA
DATA

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

Regal 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
2015
Q4 		– Sell
-100
Closed -$7K – 980
2015
Q3 		$7K Hold
100
– – ﹤0.01% 770
2015
Q2 		$11K Hold
100
– – ﹤0.01% 648
2015
Q1 		$9K Hold
100
– – ﹤0.01% 714
2014
Q4 		$8K Hold
100
– – ﹤0.01% 679
2014
Q3 		$7K Hold
100
– – ﹤0.01% 760
2014
Q2 		$7K Hold
100
– – ﹤0.01% 733
2014
Q1 		$8K Buy
+100
New +$8.41K ﹤0.01% 682
2013
Q4 		– Sell
-100
Closed -$7K – 995
2013
Q3 		$7K Buy
+100
New +$6.43K ﹤0.01% 673

Other funds holding DATA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BCPEM
Bain Capital Public Equity Management Boston, Massachusetts $1.05B AUM 25.71% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Regal Investment Advisors's DATA Position: Q4 2015 in Review

Regal Investment Advisors sold out of Tableau Software, Inc. (DATA) in Q4 2015, closing a stake of 100 shares — an estimated $7K sold.

Regal Investment Advisors first reported a position in DATA in Q3 2013 and held it in 8 quarters. The position peaked at $11K in Q2 2015. 315 funds tracked by Wall St. Rank hold DATA as of Q4 2015.

  • Regal Investment Advisors reported no remaining Tableau Software, Inc. position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 100 Tableau Software, Inc. shares in Q4 2015, an estimated $7K.
  • Regal Investment Advisors first reported a position in Tableau Software, Inc. in Q3 2013 and held it in 8 quarters.
  • Regal Investment Advisors's Tableau Software, Inc. position peaked at $11K in Q2 2015.
  • 315 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.