STA
DATA

Summit Trail Advisors’s Tableau Software, Inc. DATA Stock Holding History

Summit Trail 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
Q1 		– Sell
-115
Closed -$8K – 2008
2017
Q4 		$8K Buy
+115
New +$8.46K ﹤0.01% 1298

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
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Summit Trail Advisors's DATA Position: Q1 2018 in Review

Summit Trail Advisors sold out of Tableau Software, Inc. (DATA) in Q1 2018, closing a stake of 115 shares — an estimated $8K sold.

Summit Trail Advisors first reported a position in DATA in Q4 2017 and held it in 1 quarter. The position peaked at $8K in Q4 2017. 282 funds tracked by Wall St. Rank hold DATA as of Q1 2018.

  • Summit Trail Advisors reported no remaining Tableau Software, Inc. position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 115 Tableau Software, Inc. shares in Q1 2018, an estimated $8K.
  • Summit Trail Advisors first reported a position in Tableau Software, Inc. in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Tableau Software, Inc. position peaked at $8K in Q4 2017.
  • 282 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.