Steward Partners Investment Advisory’s Tableau Software, Inc. DATA Stock Holding History

Steward Partners Investment Advisory’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	-450	Closed	-$74K	–	2872
2019 Q2	$74K	Buy	+450	New	+$59.1K	﹤0.01%	1187
2018 Q4	–	Sell	-183	Closed	-$20K	–	2524
2018 Q3	$20K	Sell	183 -800	-81%	-$86.3K	﹤0.01%	1566
2018 Q2	$96K	Buy	983 +30	+3%	+$2.75K	0.01%	867
2018 Q1	$77K	Sell	953 -533	-36%	-$42.2K	0.01%	852
2017 Q4	$102K	Buy	1,486 +1,333	+871%	+$98K	0.01%	635
2017 Q3	$11K	Sell	153 -457	-75%	-$31.7K	﹤0.01%	1100
2017 Q2	$37K	Buy	+610	New	+$35.8K	﹤0.01%	702

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

Steward Partners Investment Advisory's DATA Position: Q3 2019 in Review

Steward Partners Investment Advisory sold out of Tableau Software, Inc. (DATA) in Q3 2019, closing a stake of 450 shares — an estimated $74K sold.

Steward Partners Investment Advisory first reported a position in DATA in Q2 2017 and held it in 7 quarters. The position peaked at $102K in Q4 2017. 2 funds tracked by Wall St. Rank hold DATA as of Q3 2019.

Steward Partners Investment Advisory reported no remaining Tableau Software, Inc. position as of Q3 2019 after selling out during the quarter.
Steward Partners Investment Advisory sold 450 Tableau Software, Inc. shares in Q3 2019, an estimated $74K.
Steward Partners Investment Advisory first reported a position in Tableau Software, Inc. in Q2 2017 and held it in 7 quarters.
Steward Partners Investment Advisory's Tableau Software, Inc. position peaked at $102K in Q4 2017.
2 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2019.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2019, filed 30 Oct 2019.