YorkBridge Wealth Partners’s Tableau Software, Inc. DATA Stock Holding History

YorkBridge Wealth Partners’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	-50	Closed	-$8K	–	754
2019 Q2	$8K	Sell	50 -150	-75%	-$19.7K	﹤0.01%	616
2019 Q1	$25K	Hold	200	–	–	0.01%	438
2018 Q4	$24K	Hold	200	–	–	0.01%	421
2018 Q3	$22K	Hold	200	–	–	0.01%	507
2018 Q2	$20K	Hold	200	–	–	0.01%	541
2018 Q1	$16K	Hold	200	–	–	0.01%	578
2017 Q4	$16K	Hold	200	–	–	0.01%	587
2017 Q3	$15K	Hold	200	–	–	0.01%	594
2017 Q2	$12K	Hold	200	–	–	0.01%	609
2017 Q1	$11K	Hold	200	–	–	0.01%	614
2016 Q4	$9K	Buy	+200	New	+$9.31K	0.01%	623

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

YorkBridge Wealth Partners's DATA Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Tableau Software, Inc. (DATA) in Q3 2019, closing a stake of 50 shares — an estimated $8K sold.

YorkBridge Wealth Partners first reported a position in DATA in Q4 2016 and held it in 11 quarters. The position peaked at $25K in Q1 2019. 2 funds tracked by Wall St. Rank hold DATA as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Tableau Software, Inc. position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 50 Tableau Software, Inc. shares in Q3 2019, an estimated $8K.
YorkBridge Wealth Partners first reported a position in Tableau Software, Inc. in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Tableau Software, Inc. position peaked at $25K in Q1 2019.
2 funds tracked by Wall St. Rank held Tableau Software, Inc. as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.