SI
DATA

Stephens Inc’s Tableau Software, Inc. DATA Stock Holding History

Stephens Inc’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
-41
Closed -$7K – 1233
2019
Q2 		$7K Sell
41
-530
-93% -$69.6K ﹤0.01% 1170
2019
Q1 		$73K Buy
571
+440
+336% +$55.6K ﹤0.01% 1139
2018
Q4 		$16K Buy
131
+79
+152% +$8.83K ﹤0.01% 1094
2018
Q3 		$6K Buy
+52
New +$5.61K ﹤0.01% 1152
2017
Q2 		– Sell
-54
Closed -$3K – 900
2017
Q1 		$3K Sell
54
-915
-94% -$45.2K ﹤0.01% 844
2016
Q4 		$41K Hold
969
– – ﹤0.01% 774
2016
Q3 		$54K Buy
969
+100
+12% +$5.5K ﹤0.01% 745
2016
Q2 		$43K Buy
869
+250
+40% +$12.5K ﹤0.01% 739
2016
Q1 		$28K Hold
619
– – ﹤0.01% 728
2015
Q4 		$58K Hold
619
– – ﹤0.01% 708
2015
Q3 		$49K Buy
619
+275
+80% +$28.5K ﹤0.01% 714
2015
Q2 		$40K Buy
344
+100
+41% +$10.8K ﹤0.01% 769
2015
Q1 		$23K Hold
244
– – ﹤0.01% 794
2014
Q4 		$21K Buy
244
+6
+3% +$477 ﹤0.01% 790
2014
Q3 		$17K Buy
238
+212
+815% +$13.9K ﹤0.01% 792
2014
Q2 		$2K Hold
26
– – ﹤0.01% 841
2014
Q1 		$2K Buy
+26
New +$2.19K ﹤0.01% 800

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

Stephens Inc's DATA Position: Q3 2019 in Review

Stephens Inc sold out of Tableau Software, Inc. (DATA) in Q3 2019, closing a stake of 41 shares — an estimated $7K sold.

Stephens Inc first reported a position in DATA in Q1 2014 and held it in 17 quarters. The position peaked at $73K in Q1 2019. 2 funds tracked by Wall St. Rank hold DATA as of Q3 2019.

  • Stephens Inc reported no remaining Tableau Software, Inc. position as of Q3 2019 after selling out during the quarter.
  • Stephens Inc sold 41 Tableau Software, Inc. shares in Q3 2019, an estimated $7K.
  • Stephens Inc first reported a position in Tableau Software, Inc. in Q1 2014 and held it in 17 quarters.
  • Stephens Inc's Tableau Software, Inc. position peaked at $73K in Q1 2019.
  • 2 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2019.

Based on Stephens Inc's 13F filing for Q3 2019, filed 18 Oct 2019.