WA
DATA

Winfield Associates’s Tableau Software, Inc. DATA Stock Holding History

Winfield Associates’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
2018
Q1 		– Sell
-15
Closed -$2K – 769
2017
Q4 		$2K Hold
15
– – ﹤0.01% 714
2017
Q3 		$1K Hold
15
– – ﹤0.01% 761
2017
Q2 		$1K Sell
15
-2,265
-99% -$133K ﹤0.01% 844
2017
Q1 		$113K Buy
2,280
+15
+0.7% +$742 0.06% 142
2016
Q4 		$95K Sell
2,265
-1,535
-40% -$71.5K 0.06% 147
2016
Q3 		$210K Buy
3,800
+380
+11% +$20.9K 0.13% 111
2016
Q2 		$168K Buy
3,420
+165
+5% +$8.27K 0.11% 119
2016
Q1 		$149K Sell
3,255
-1,250
-28% -$72.5K 0.1% 114
2015
Q4 		$424K Hold
4,505
– – 0.28% 72
2015
Q3 		$359K Buy
4,505
+470
+12% +$48.8K 0.27% 80
2015
Q2 		$465K Buy
4,035
+550
+16% +$59.4K 0.32% 73
2015
Q1 		$322K Sell
3,485
-205
-6% -$18.6K 0.23% 86
2014
Q4 		$313K Sell
3,690
-25
-0.7% -$1.99K 0.23% 92
2014
Q3 		$270K Hold
3,715
– – 0.2% 103
2014
Q2 		$264K Buy
3,715
+40
+1% +$2.51K 0.19% 104
2014
Q1 		$280K Buy
3,675
+1,175
+47% +$98.9K 0.23% 94
2013
Q4 		$172K Buy
+2,500
New +$164K 0.14% 124

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $5.83B AUM 42.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCM
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Winfield Associates's DATA Position: Q1 2018 in Review

Winfield Associates sold out of Tableau Software, Inc. (DATA) in Q1 2018, closing a stake of 15 shares — an estimated $2K sold.

Winfield Associates first reported a position in DATA in Q4 2013 and held it in 17 quarters. The position peaked at $465K in Q2 2015. 282 funds tracked by Wall St. Rank hold DATA as of Q1 2018.

  • Winfield Associates reported no remaining Tableau Software, Inc. position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 15 Tableau Software, Inc. shares in Q1 2018, an estimated $2K.
  • Winfield Associates first reported a position in Tableau Software, Inc. in Q4 2013 and held it in 17 quarters.
  • Winfield Associates's Tableau Software, Inc. position peaked at $465K in Q2 2015.
  • 282 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.