UPA
DATA

Union Point Advisors’s Tableau Software, Inc. DATA Stock Holding History

Union Point 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
2013
Q4 		– Sell
-13,478
Closed -$960K – 36
2013
Q3 		$960K Buy
+13,478
New +$866K 1.8% 17

Other funds holding DATA

MCAI
Meritech Capital Associates III Palo Alto, California $45.8M AUM 24.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPLP
Lansdowne Partners Limited Partnership London, United Kingdom $11.9B AUM 36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Union Point Advisors's DATA Position: Q4 2013 in Review

Union Point Advisors sold out of Tableau Software, Inc. (DATA) in Q4 2013, closing a stake of 13,478 shares — an estimated $960K sold.

Union Point Advisors first reported a position in DATA in Q3 2013 and held it in 1 quarter. The position peaked at $960K in Q3 2013. 142 funds tracked by Wall St. Rank hold DATA as of Q4 2013.

  • Union Point Advisors reported no remaining Tableau Software, Inc. position as of Q4 2013 after selling out during the quarter.
  • Union Point Advisors sold 13,478 Tableau Software, Inc. shares in Q4 2013, an estimated $960K.
  • Union Point Advisors first reported a position in Tableau Software, Inc. in Q3 2013 and held it in 1 quarter.
  • Union Point Advisors's Tableau Software, Inc. position peaked at $960K in Q3 2013.
  • 142 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q4 2013.

Based on Union Point Advisors's 13F filing for Q4 2013, filed 13 Feb 2014.