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Capital Impact Advisors’s LivePerson LPSN Stock Holding History

Capital Impact Advisors’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
2015
Q1 		– Sell
-1,120
Closed -$237K – 283
2014
Q4 		$237K Hold
1,120
– – 0.11% 103
2014
Q3 		$211 Buy
1,120
+134
+14% +$23.8K ﹤0.01% 96
2014
Q2 		$150K Buy
+986
New +$147K 0.11% 198

Other funds holding LPSN

GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCM
Destrier Capital Management New York $144M AUM 7.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SRFM
Shannon River Fund Management New York $524M AUM 90.54% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Impact Advisors's LPSN Position: Q1 2015 in Review

Capital Impact Advisors sold out of LivePerson (LPSN) in Q1 2015, closing a stake of 1,120 shares — an estimated $237K sold.

Capital Impact Advisors first reported a position in LPSN in Q2 2014 and held it in 3 quarters. The position peaked at $237K in Q4 2014. 128 funds tracked by Wall St. Rank hold LPSN as of Q1 2015.

  • Capital Impact Advisors reported no remaining LivePerson position as of Q1 2015 after selling out during the quarter.
  • Capital Impact Advisors sold 1,120 LivePerson shares in Q1 2015, an estimated $237K.
  • Capital Impact Advisors first reported a position in LivePerson in Q2 2014 and held it in 3 quarters.
  • Capital Impact Advisors's LivePerson position peaked at $237K in Q4 2014.
  • 128 funds tracked by Wall St. Rank held LivePerson as of Q1 2015.

Based on Capital Impact Advisors's 13F filing for Q1 2015, filed 29 May 2015.