RCWMU
DATA

Rothschild & Co Wealth Management (UK)’s Tableau Software, Inc. DATA Stock Holding History

Rothschild & Co Wealth Management (UK)’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
-744
Closed -$124K – 71
2019
Q2 		$124K Buy
+744
New +$97.8K ﹤0.01% 45

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

Rothschild & Co Wealth Management (UK)'s DATA Position: Q3 2019 in Review

Rothschild & Co Wealth Management (UK) sold out of Tableau Software, Inc. (DATA) in Q3 2019, closing a stake of 744 shares — an estimated $124K sold.

Rothschild & Co Wealth Management (UK) first reported a position in DATA in Q2 2019 and held it in 1 quarter. The position peaked at $124K in Q2 2019. 2 funds tracked by Wall St. Rank hold DATA as of Q3 2019.

  • Rothschild & Co Wealth Management (UK) reported no remaining Tableau Software, Inc. position as of Q3 2019 after selling out during the quarter.
  • Rothschild & Co Wealth Management (UK) sold 744 Tableau Software, Inc. shares in Q3 2019, an estimated $124K.
  • Rothschild & Co Wealth Management (UK) first reported a position in Tableau Software, Inc. in Q2 2019 and held it in 1 quarter.
  • Rothschild & Co Wealth Management (UK)'s Tableau Software, Inc. position peaked at $124K in Q2 2019.
  • 2 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2019.

Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q3 2019, filed 2 Dec 2019.