World Asset Management’s Tableau Software, Inc. DATA Stock Holding History

World Asset 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	-2,449	Closed	-$407K	–	1212
2019 Q2	$407K	Buy	2,449 +86	+4%	+$11.3K	0.02%	731
2019 Q1	$301K	Sell	2,363 -38	-2%	-$4.8K	0.02%	843
2018 Q4	$288K	Sell	2,401 -94	-4%	-$10.5K	0.02%	781
2018 Q3	$279K	Buy	2,495 +96	+4%	+$10.4K	0.01%	974
2018 Q2	$235K	Buy	+2,399	New	+$220K	0.01%	1088
2017 Q4	–	Sell	-2,810	Closed	-$210K	–	1541
2017 Q3	$210K	Buy	+2,810	New	+$195K	0.01%	1363

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

World Asset Management's DATA Position: Q3 2019 in Review

World Asset Management sold out of Tableau Software, Inc. (DATA) in Q3 2019, closing a stake of 2,449 shares — an estimated $407K sold.

World Asset Management first reported a position in DATA in Q3 2017 and held it in 6 quarters. The position peaked at $407K in Q2 2019. 2 funds tracked by Wall St. Rank hold DATA as of Q3 2019.

World Asset Management reported no remaining Tableau Software, Inc. position as of Q3 2019 after selling out during the quarter.
World Asset Management sold 2,449 Tableau Software, Inc. shares in Q3 2019, an estimated $407K.
World Asset Management first reported a position in Tableau Software, Inc. in Q3 2017 and held it in 6 quarters.
World Asset Management's Tableau Software, Inc. position peaked at $407K in Q2 2019.
2 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2019.

Based on World Asset Management's 13F filing for Q3 2019, filed 22 Oct 2019.