CIAS
PLAN

Capital Investment Advisory Services’s Anaplan, Inc. PLAN Stock Holding History

Capital Investment Advisory Services’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
Q2 		– Sell
-425
Closed -$17K – 1477
2019
Q1 		$17K Hold
425
– – 0.01% 730
2018
Q4 		$11K Buy
+425
New +$10.5K ﹤0.01% 795

Other funds holding PLAN

Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCAI
Meritech Capital Associates IV Palo Alto, California $51.9M AUM 64.09% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Investment Advisory Services's PLAN Position: Q2 2019 in Review

Capital Investment Advisory Services sold out of Anaplan, Inc. (PLAN) in Q2 2019, closing a stake of 425 shares — an estimated $17K sold.

Capital Investment Advisory Services first reported a position in PLAN in Q4 2018 and held it in 2 quarters. The position peaked at $17K in Q1 2019. 204 funds tracked by Wall St. Rank hold PLAN as of Q2 2019.

  • Capital Investment Advisory Services reported no remaining Anaplan, Inc. position as of Q2 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 425 Anaplan, Inc. shares in Q2 2019, an estimated $17K.
  • Capital Investment Advisory Services first reported a position in Anaplan, Inc. in Q4 2018 and held it in 2 quarters.
  • Capital Investment Advisory Services's Anaplan, Inc. position peaked at $17K in Q1 2019.
  • 204 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2019.

Based on Capital Investment Advisory Services's 13F filing for Q2 2019, filed 8 Aug 2019.