Sheets Smith Wealth Management’s Tableau Software, Inc. DATA Stock Holding History

Sheets Smith Wealth Management’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	-2,524	Closed	-$419K	–	327
2019 Q2	$419K	Sell	2,524 -137	-5%	-$18K	0.09%	233
2019 Q1	$339K	Buy	+2,661	New	+$336K	0.07%	258
2016 Q2	–	Sell	-6,700	Closed	-$307K	–	272
2016 Q1	$307K	Hold	6,700	–	–	0.09%	181
2015 Q4	$631K	Sell	6,700 -10,500	-61%	-$943K	0.19%	136
2015 Q3	$1.37M	Sell	17,200 -3,842	-18%	-$399K	0.46%	67
2015 Q2	$2.43M	Buy	+21,042	New	+$2.27M	0.66%	40

Other funds holding DATA

ASN

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

Sheets Smith Wealth Management's DATA Position: Q3 2019 in Review

Sheets Smith Wealth Management sold out of Tableau Software, Inc. (DATA) in Q3 2019, closing a stake of 2,524 shares — an estimated $419K sold.

Sheets Smith Wealth Management first reported a position in DATA in Q2 2015 and held it in 6 quarters. The position peaked at $2.43M in Q2 2015. 2 funds tracked by Wall St. Rank hold DATA as of Q3 2019.

Sheets Smith Wealth Management reported no remaining Tableau Software, Inc. position as of Q3 2019 after selling out during the quarter.
Sheets Smith Wealth Management sold 2,524 Tableau Software, Inc. shares in Q3 2019, an estimated $419K.
Sheets Smith Wealth Management first reported a position in Tableau Software, Inc. in Q2 2015 and held it in 6 quarters.
Sheets Smith Wealth Management's Tableau Software, Inc. position peaked at $2.43M in Q2 2015.
2 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2019.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2019, filed 28 Oct 2019.