AIM
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Assured Investment Management’s LivePerson LPSN Stock Holding History

Assured Investment Management’s Portfolio LPSN Stock Details LPSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,202
Closed -$468K – 1245
2018
Q3 		$468K Sell
1,202
-350
-23% -$129K 0.01% 786
2018
Q2 		$491K Buy
1,552
+356
+30% +$101K 0.01% 830
2018
Q1 		$293K Buy
+1,196
New +$239K 0.01% 914

Other funds holding LPSN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Assured Investment Management's LPSN Position: Q4 2018 in Review

Assured Investment Management sold out of LivePerson (LPSN) in Q4 2018, closing a stake of 1,202 shares — an estimated $468K sold.

Assured Investment Management first reported a position in LPSN in Q1 2018 and held it in 3 quarters. The position peaked at $491K in Q2 2018. 173 funds tracked by Wall St. Rank hold LPSN as of Q4 2018.

  • Assured Investment Management reported no remaining LivePerson position as of Q4 2018 after selling out during the quarter.
  • Assured Investment Management sold 1,202 LivePerson shares in Q4 2018, an estimated $468K.
  • Assured Investment Management first reported a position in LivePerson in Q1 2018 and held it in 3 quarters.
  • Assured Investment Management's LivePerson position peaked at $491K in Q2 2018.
  • 173 funds tracked by Wall St. Rank held LivePerson as of Q4 2018.

Based on Assured Investment Management's 13F filing for Q4 2018, filed 13 Feb 2019.