TWA
DATA

TCI Wealth Advisors’s Tableau Software, Inc. DATA Stock Holding History

TCI Wealth 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
2016
Q4 		– Sell
-27
Closed -$1K – 1496
2016
Q3 		$1K Buy
+27
New +$1.49K ﹤0.01% 1298
2016
Q2 		– Sell
-13
Closed -$1K – 1431
2016
Q1 		$1K Hold
13
– – ﹤0.01% 1236
2015
Q4 		$1K Hold
13
– – ﹤0.01% 996
2015
Q3 		$1K Hold
13
– – ﹤0.01% 942
2015
Q2 		$1K Hold
13
– – ﹤0.01% 932
2015
Q1 		$1K Hold
13
– – ﹤0.01% 855
2014
Q4 		$1K Buy
+13
New +$1.03K ﹤0.01% 857

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
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return