WA
DATA

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

WFG 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
2016
Q4 		– Sell
-79
Closed -$4K – 1806
2016
Q3 		$4K Hold
79
– – ﹤0.01% 1327
2016
Q2 		$4K Hold
79
– – ﹤0.01% 1300
2016
Q1 		$4K Sell
79
-1,460
-95% -$84.7K ﹤0.01% 1254
2015
Q4 		$145K Sell
1,539
-100
-6% -$8.98K 0.04% 374
2015
Q3 		$131K Buy
+1,639
New +$170K 0.04% 395

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
CCM
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return

WFG Advisors's DATA Position: Q4 2016 in Review

WFG Advisors sold out of Tableau Software, Inc. (DATA) in Q4 2016, closing a stake of 79 shares — an estimated $4K sold.

WFG Advisors first reported a position in DATA in Q3 2015 and held it in 5 quarters. The position peaked at $145K in Q4 2015. 223 funds tracked by Wall St. Rank hold DATA as of Q4 2016.

  • WFG Advisors reported no remaining Tableau Software, Inc. position as of Q4 2016 after selling out during the quarter.
  • WFG Advisors sold 79 Tableau Software, Inc. shares in Q4 2016, an estimated $4K.
  • WFG Advisors first reported a position in Tableau Software, Inc. in Q3 2015 and held it in 5 quarters.
  • WFG Advisors's Tableau Software, Inc. position peaked at $145K in Q4 2015.
  • 223 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.