AIM
PLAN

Assured Investment Management’s Anaplan, Inc. PLAN Stock Holding History

Assured Investment Management’s Portfolio PLAN Stock Details PLAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-43,000
Closed -$1.14M – 1412
2018
Q4 		$1.14M Buy
+43,000
New +$1.06M 0.03% 428

Other funds holding PLAN

Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
MCAI
Meritech Capital Associates IV Palo Alto, California $51.9M AUM 64.09% 1-Year Est. Return
SI
Salesforce Inc San Francisco, California $114M AUM 53.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCPEM
Bain Capital Public Equity Management Boston, Massachusetts $1.05B AUM 25.71% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Assured Investment Management's PLAN Position: Q1 2019 in Review

Assured Investment Management sold out of Anaplan, Inc. (PLAN) in Q1 2019, closing a stake of 43,000 shares — an estimated $1.14M sold.

Assured Investment Management first reported a position in PLAN in Q4 2018 and held it in 1 quarter. The position peaked at $1.14M in Q4 2018. 126 funds tracked by Wall St. Rank hold PLAN as of Q1 2019.

  • Assured Investment Management reported no remaining Anaplan, Inc. position as of Q1 2019 after selling out during the quarter.
  • Assured Investment Management sold 43,000 Anaplan, Inc. shares in Q1 2019, an estimated $1.14M.
  • Assured Investment Management first reported a position in Anaplan, Inc. in Q4 2018 and held it in 1 quarter.
  • Assured Investment Management's Anaplan, Inc. position peaked at $1.14M in Q4 2018.
  • 126 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q1 2019.

Based on Assured Investment Management's 13F filing for Q1 2019, filed 16 May 2019.