WSCM
DATA

Wellington Shields Capital Management’s Tableau Software, Inc. DATA Stock Holding History

Wellington Shields Capital Management’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
-4,000
Closed -$664K – 287
2019
Q2 		$664K Buy
4,000
+1,000
+33% +$131K 0.11% 153
2019
Q1 		$382K Buy
3,000
+500
+20% +$63.1K 0.07% 208
2018
Q4 		$300K Hold
2,500
– – 0.06% 220
2018
Q3 		$279K Hold
2,500
– – 0.05% 256
2018
Q2 		$244K Sell
2,500
-500
-17% -$45.9K 0.04% 271
2018
Q1 		$242K Hold
3,000
– – 0.04% 288
2017
Q4 		$208K Hold
3,000
– – 0.03% 312
2017
Q3 		$225K Buy
+3,000
New +$208K 0.04% 292
2015
Q3 		– Sell
-3,600
Closed -$415K – 347
2015
Q2 		$415K Buy
+3,600
New +$389K 0.06% 239

Other funds holding DATA

ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
IIM
Ironwood Investment Management Boston, Massachusetts $289M AUM 60.38% 1-Year Est. Return

Wellington Shields Capital Management's DATA Position: Q3 2019 in Review

Wellington Shields Capital Management sold out of Tableau Software, Inc. (DATA) in Q3 2019, closing a stake of 4,000 shares — an estimated $664K sold.

Wellington Shields Capital Management first reported a position in DATA in Q2 2015 and held it in 9 quarters. The position peaked at $664K in Q2 2019. 2 funds tracked by Wall St. Rank hold DATA as of Q3 2019.

  • Wellington Shields Capital Management reported no remaining Tableau Software, Inc. position as of Q3 2019 after selling out during the quarter.
  • Wellington Shields Capital Management sold 4,000 Tableau Software, Inc. shares in Q3 2019, an estimated $664K.
  • Wellington Shields Capital Management first reported a position in Tableau Software, Inc. in Q2 2015 and held it in 9 quarters.
  • Wellington Shields Capital Management's Tableau Software, Inc. position peaked at $664K in Q2 2019.
  • 2 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2019.

Based on Wellington Shields Capital Management's 13F filing for Q3 2019, filed 5 Nov 2019.