CCM
PLAN

Coldstream Capital Management’s Anaplan, Inc. PLAN Stock Holding History

Coldstream Capital 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
Q4 		– Sell
-35,456
Closed -$1.67M – 366
2019
Q3 		$1.67M Buy
+35,456
New +$1.92M 0.14% 102

Other funds holding PLAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MCAI
Meritech Capital Associates IV Palo Alto, California $51.9M AUM 64.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Coldstream Capital Management's PLAN Position: Q4 2019 in Review

Coldstream Capital Management sold out of Anaplan, Inc. (PLAN) in Q4 2019, closing a stake of 35,456 shares — an estimated $1.67M sold.

Coldstream Capital Management first reported a position in PLAN in Q3 2019 and held it in 1 quarter. The position peaked at $1.67M in Q3 2019. 252 funds tracked by Wall St. Rank hold PLAN as of Q4 2019.

  • Coldstream Capital Management reported no remaining Anaplan, Inc. position as of Q4 2019 after selling out during the quarter.
  • Coldstream Capital Management sold 35,456 Anaplan, Inc. shares in Q4 2019, an estimated $1.67M.
  • Coldstream Capital Management first reported a position in Anaplan, Inc. in Q3 2019 and held it in 1 quarter.
  • Coldstream Capital Management's Anaplan, Inc. position peaked at $1.67M in Q3 2019.
  • 252 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q4 2019.

Based on Coldstream Capital Management's 13F filing for Q4 2019, filed 13 Feb 2020.