Emerald Mutual Fund Advisers Trust’s Anaplan, Inc. PLAN Stock Holding History

Emerald Mutual Fund Advisers Trust’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
2021 Q1	–	Sell	-2,239	Closed	-$161K	–	258
2020 Q4	$161K	Hold	2,239	–	–	0.01%	214
2020 Q3	$140K	Sell	2,239 -1,117	-33%	-$57.6K	0.01%	250
2020 Q2	$152K	Buy	+3,356	New	+$141K	0.01%	242
2020 Q1	–	Sell	-1,876	Closed	-$98K	–	325
2019 Q4	$98K	Buy	+1,876	New	+$93.1K	﹤0.01%	225

Other funds holding PLAN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's PLAN Position: Q1 2021 in Review

Emerald Mutual Fund Advisers Trust sold out of Anaplan, Inc. (PLAN) in Q1 2021, closing a stake of 2,239 shares — an estimated $161K sold.

Emerald Mutual Fund Advisers Trust first reported a position in PLAN in Q4 2019 and held it in 4 quarters. The position peaked at $161K in Q4 2020. 304 funds tracked by Wall St. Rank hold PLAN as of Q1 2021.

Emerald Mutual Fund Advisers Trust reported no remaining Anaplan, Inc. position as of Q1 2021 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 2,239 Anaplan, Inc. shares in Q1 2021, an estimated $161K.
Emerald Mutual Fund Advisers Trust first reported a position in Anaplan, Inc. in Q4 2019 and held it in 4 quarters.
Emerald Mutual Fund Advisers Trust's Anaplan, Inc. position peaked at $161K in Q4 2020.
304 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q1 2021.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q1 2021, filed 29 Apr 2021.