LTFS
PLAN

Ladenburg Thalmann Financial Services’s Anaplan, Inc. PLAN Stock Holding History

Ladenburg Thalmann Financial 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
Q4 		$1K Sell
27
-16
-37% -$794 ﹤0.01% 5267
2019
Q3 		$2K Sell
43
-1,239
-97% -$67.2K ﹤0.01% 5037
2019
Q2 		$65K Buy
1,282
+1,200
+1,463% +$49.6K ﹤0.01% 3280
2019
Q1 		$3K Buy
+82
New +$2.76K ﹤0.01% 4873

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

Ladenburg Thalmann Financial Services's PLAN Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Anaplan, Inc. (PLAN) stake by 37% in Q4 2019, selling an estimated $794 and leaving 27 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #5267.

Ladenburg Thalmann Financial Services first reported a position in PLAN in Q1 2019 and has held it in 4 quarters since. The position peaked at $65K in Q2 2019. 252 funds tracked by Wall St. Rank hold PLAN as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 27 shares of Anaplan, Inc. worth $1K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 16 Anaplan, Inc. shares in Q4 2019, an estimated $794.
  • Anaplan, Inc. made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #5267 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Anaplan, Inc. in Q1 2019 and has held it in 4 quarters since.
  • Ladenburg Thalmann Financial Services's Anaplan, Inc. position peaked at $65K in Q2 2019.
  • 252 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.