Valeo Financial Advisors’s Tableau Software, Inc. DATA Stock Holding History

Valeo Financial 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
2019 Q3	–	Sell	-50	Closed	-$8K	–	1736
2019 Q2	$8K	Hold	50	–	–	﹤0.01%	1104
2019 Q1	$6K	Buy	+50	New	+$6.31K	﹤0.01%	1131

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

Valeo Financial Advisors's DATA Position: Q3 2019 in Review

Valeo Financial Advisors sold out of Tableau Software, Inc. (DATA) in Q3 2019, closing a stake of 50 shares — an estimated $8K sold.

Valeo Financial Advisors first reported a position in DATA in Q1 2019 and held it in 2 quarters. The position peaked at $8K in Q2 2019. 2 funds tracked by Wall St. Rank hold DATA as of Q3 2019.

Valeo Financial Advisors reported no remaining Tableau Software, Inc. position as of Q3 2019 after selling out during the quarter.
Valeo Financial Advisors sold 50 Tableau Software, Inc. shares in Q3 2019, an estimated $8K.
Valeo Financial Advisors first reported a position in Tableau Software, Inc. in Q1 2019 and held it in 2 quarters.
Valeo Financial Advisors's Tableau Software, Inc. position peaked at $8K in Q2 2019.
2 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2019.

Based on Valeo Financial Advisors's 13F filing for Q3 2019, filed 15 Oct 2019.