First Mercantile Trust’s Anaplan, Inc. PLAN Stock Holding History

First Mercantile 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
2020 Q1	–	Sell	-5,118	Closed	-$268K	–	918
2019 Q4	$268K	Buy	+5,118	New	+$254K	0.03%	368

Other funds holding PLAN

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

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

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

SCM

Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

First Mercantile Trust's PLAN Position: Q1 2020 in Review

First Mercantile Trust sold out of Anaplan, Inc. (PLAN) in Q1 2020, closing a stake of 5,118 shares — an estimated $268K sold.

First Mercantile Trust first reported a position in PLAN in Q4 2019 and held it in 1 quarter. The position peaked at $268K in Q4 2019. 230 funds tracked by Wall St. Rank hold PLAN as of Q1 2020.

First Mercantile Trust reported no remaining Anaplan, Inc. position as of Q1 2020 after selling out during the quarter.
First Mercantile Trust sold 5,118 Anaplan, Inc. shares in Q1 2020, an estimated $268K.
First Mercantile Trust first reported a position in Anaplan, Inc. in Q4 2019 and held it in 1 quarter.
First Mercantile Trust's Anaplan, Inc. position peaked at $268K in Q4 2019.
230 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q1 2020.

Based on First Mercantile Trust's 13F filing for Q1 2020, filed 12 May 2020.