Winslow Evans & Crocker’s Tableau Software, Inc. DATA Stock Holding History

Winslow Evans & Crocker’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	-76	Closed	-$14K	–	1187
2019 Q2	$14K	Hold	76	–	–	﹤0.01%	756
2019 Q1	$10K	Hold	76	–	–	﹤0.01%	841
2018 Q4	$10K	Buy	76 +40	+111%	+$4.47K	﹤0.01%	791
2018 Q3	$4K	Hold	36	–	–	﹤0.01%	999
2018 Q2	$4K	Hold	36	–	–	﹤0.01%	1007
2018 Q1	$2.83K	Buy	36 +20	+125%	+$1.58K	﹤0.01%	978
2017 Q4	$1.04K	Buy	+16	New	+$1.18K	﹤0.01%	1066
2014 Q1	–	Sell	-70	Closed	-$5K	–	1427
2013 Q4	$5K	Buy	+70	New	+$4.58K	﹤0.01%	1153

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

Winslow Evans & Crocker's DATA Position: Q3 2019 in Review

Winslow Evans & Crocker sold out of Tableau Software, Inc. (DATA) in Q3 2019, closing a stake of 76 shares — an estimated $14K sold.

Winslow Evans & Crocker first reported a position in DATA in Q4 2013 and held it in 8 quarters. The position peaked at $14K in Q2 2019. 2 funds tracked by Wall St. Rank hold DATA as of Q3 2019.

Winslow Evans & Crocker reported no remaining Tableau Software, Inc. position as of Q3 2019 after selling out during the quarter.
Winslow Evans & Crocker sold 76 Tableau Software, Inc. shares in Q3 2019, an estimated $14K.
Winslow Evans & Crocker first reported a position in Tableau Software, Inc. in Q4 2013 and held it in 8 quarters.
Winslow Evans & Crocker's Tableau Software, Inc. position peaked at $14K in Q2 2019.
2 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2019.

Based on Winslow Evans & Crocker's 13F filing for Q3 2019, filed 16 Oct 2019.