Wealth Enhancement Advisory Services
DATA

Wealth Enhancement Advisory Services’s Tableau Software, Inc. DATA Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		– Sell
-8,523
Closed -$1.02M – 249
2019
Q1 		$1.02M Buy
+8,523
New +$1.08M 0.06% 140

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Wealth Enhancement Advisory Services's DATA Position: Q2 2019 in Review

Wealth Enhancement Advisory Services sold out of Tableau Software, Inc. (DATA) in Q2 2019, closing a stake of 8,523 shares — an estimated $1.02M sold.

Wealth Enhancement Advisory Services first reported a position in DATA in Q1 2019 and held it in 1 quarter. The position peaked at $1.02M in Q1 2019. 385 funds tracked by Wall St. Rank hold DATA as of Q2 2019.

  • Wealth Enhancement Advisory Services reported no remaining Tableau Software, Inc. position as of Q2 2019 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 8,523 Tableau Software, Inc. shares in Q2 2019, an estimated $1.02M.
  • Wealth Enhancement Advisory Services first reported a position in Tableau Software, Inc. in Q1 2019 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Tableau Software, Inc. position peaked at $1.02M in Q1 2019.
  • 385 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q2 2019.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2019, filed 2 Aug 2019.