SQA
DATA

Simon Quick Advisors’s Tableau Software, Inc. DATA Stock Holding History

Simon Quick 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
2018
Q3 		– Sell
-72
Closed -$7K – 355
2018
Q2 		$7K Buy
+72
New +$6.6K ﹤0.01% 284
2018
Q1 		– Sell
-72
Closed -$6K – 451
2017
Q4 		$6K Buy
+72
New +$5.29K ﹤0.01% 361

Other funds holding DATA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Simon Quick Advisors's DATA Position: Q3 2018 in Review

Simon Quick Advisors sold out of Tableau Software, Inc. (DATA) in Q3 2018, closing a stake of 72 shares — an estimated $7K sold.

Simon Quick Advisors first reported a position in DATA in Q4 2017 and held it in 2 quarters. The position peaked at $7K in Q2 2018. 318 funds tracked by Wall St. Rank hold DATA as of Q3 2018.

  • Simon Quick Advisors reported no remaining Tableau Software, Inc. position as of Q3 2018 after selling out during the quarter.
  • Simon Quick Advisors sold 72 Tableau Software, Inc. shares in Q3 2018, an estimated $7K.
  • Simon Quick Advisors first reported a position in Tableau Software, Inc. in Q4 2017 and held it in 2 quarters.
  • Simon Quick Advisors's Tableau Software, Inc. position peaked at $7K in Q2 2018.
  • 318 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2018.

Based on Simon Quick Advisors's 13F filing for Q3 2018, filed 29 Oct 2018.