Stephens Inc’s Anaplan, Inc. PLAN Stock Holding History

Stephens Inc’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	-12,800	Closed	-$602K	–	1213
2019 Q3	$602K	Buy	+12,800	New	+$695K	0.01%	697

Other funds holding PLAN

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

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

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 New York $59.5B AUM 51.63% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Stephens Inc's PLAN Position: Q4 2019 in Review

Stephens Inc sold out of Anaplan, Inc. (PLAN) in Q4 2019, closing a stake of 12,800 shares — an estimated $602K sold.

Stephens Inc first reported a position in PLAN in Q3 2019 and held it in 1 quarter. The position peaked at $602K in Q3 2019. 252 funds tracked by Wall St. Rank hold PLAN as of Q4 2019.

Stephens Inc reported no remaining Anaplan, Inc. position as of Q4 2019 after selling out during the quarter.
Stephens Inc sold 12,800 Anaplan, Inc. shares in Q4 2019, an estimated $602K.
Stephens Inc first reported a position in Anaplan, Inc. in Q3 2019 and held it in 1 quarter.
Stephens Inc's Anaplan, Inc. position peaked at $602K in Q3 2019.
252 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q4 2019.

Based on Stephens Inc's 13F filing for Q4 2019, filed 14 Feb 2020.