UCFA
PLAN

United Capital Financial Advisors’s Anaplan, Inc. PLAN Stock Holding History

United Capital Financial Advisors’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
Q3 		– Sell
-11,598
Closed -$526K – 1243
2020
Q2 		$526K Sell
11,598
-945
-8% -$39.6K ﹤0.01% 848
2020
Q1 		$380K Sell
12,543
-3,435
-21% -$171K ﹤0.01% 916
2019
Q4 		$837K Sell
15,978
-652
-4% -$32.4K 0.01% 838
2019
Q3 		$782K Sell
16,630
-2,866
-15% -$156K 0.01% 817
2019
Q2 		$984K Buy
+19,496
New +$806K 0.01% 816

Other funds holding PLAN

Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 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
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

United Capital Financial Advisors's PLAN Position: Q3 2020 in Review

United Capital Financial Advisors sold out of Anaplan, Inc. (PLAN) in Q3 2020, closing a stake of 11,598 shares — an estimated $526K sold.

United Capital Financial Advisors first reported a position in PLAN in Q2 2019 and held it in 5 quarters. The position peaked at $984K in Q2 2019. 274 funds tracked by Wall St. Rank hold PLAN as of Q3 2020.

  • United Capital Financial Advisors reported no remaining Anaplan, Inc. position as of Q3 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 11,598 Anaplan, Inc. shares in Q3 2020, an estimated $526K.
  • United Capital Financial Advisors first reported a position in Anaplan, Inc. in Q2 2019 and held it in 5 quarters.
  • United Capital Financial Advisors's Anaplan, Inc. position peaked at $984K in Q2 2019.
  • 274 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q3 2020.

Based on United Capital Financial Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.