TPWA
DATA

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

TRUE Private 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
2018
Q4 		– Sell
-300
Closed -$33.5K – 1041
2018
Q3 		$33.5K Buy
+300
New +$32.4K ﹤0.01% 527

Other funds holding DATA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
Altimeter Capital Management
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $5.83B AUM 42.34% 1-Year Est. Return

TRUE Private Wealth Advisors's DATA Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Tableau Software, Inc. (DATA) in Q4 2018, closing a stake of 300 shares — an estimated $33.5K sold.

TRUE Private Wealth Advisors first reported a position in DATA in Q3 2018 and held it in 1 quarter. The position peaked at $33.5K in Q3 2018. 334 funds tracked by Wall St. Rank hold DATA as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining Tableau Software, Inc. position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 300 Tableau Software, Inc. shares in Q4 2018, an estimated $33.5K.
  • TRUE Private Wealth Advisors first reported a position in Tableau Software, Inc. in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's Tableau Software, Inc. position peaked at $33.5K in Q3 2018.
  • 334 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.