Sonora Investment Management’s Tableau Software, Inc. DATA Stock Holding History

Sonora Investment 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	-1,000	Closed	-$166K	–	1869
2019 Q2	$166K	Hold	1,000	–	–	0.02%	258
2019 Q1	$127K	Hold	1,000	–	–	0.02%	284
2018 Q4	$120K	Hold	1,000	–	–	0.02%	265
2018 Q3	$112K	Buy	+1,000	New	+$108K	0.02%	272

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

Sonora Investment Management's DATA Position: Q3 2019 in Review

Sonora Investment Management sold out of Tableau Software, Inc. (DATA) in Q3 2019, closing a stake of 1,000 shares — an estimated $166K sold.

Sonora Investment Management first reported a position in DATA in Q3 2018 and held it in 4 quarters. The position peaked at $166K in Q2 2019. 2 funds tracked by Wall St. Rank hold DATA as of Q3 2019.

Sonora Investment Management reported no remaining Tableau Software, Inc. position as of Q3 2019 after selling out during the quarter.
Sonora Investment Management sold 1,000 Tableau Software, Inc. shares in Q3 2019, an estimated $166K.
Sonora Investment Management first reported a position in Tableau Software, Inc. in Q3 2018 and held it in 4 quarters.
Sonora Investment Management's Tableau Software, Inc. position peaked at $166K in Q2 2019.
2 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2019.

Based on Sonora Investment Management's 13F filing for Q3 2019, filed 15 Oct 2019.