Creative Planning’s LivePerson LPSN Stock Holding History

Creative Planning’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
2017 Q3	–	Sell	-40	Closed	-$7K	–	2917
2017 Q2	$7K	Hold	40	–	–	﹤0.01%	3828
2017 Q1	$4K	Hold	40	–	–	﹤0.01%	4059
2016 Q4	$5K	Hold	40	–	–	﹤0.01%	3958
2016 Q3	$5K	Buy	+40	New	+$4.56K	﹤0.01%	3879
2016 Q2	–	Sell	-2,551	Closed	-$224K	–	4442
2016 Q1	$224K	Buy	2,551 +2,538	+19,523%	+$209K	﹤0.01%	1155
2015 Q4	$1K	Hold	13	–	–	﹤0.01%	4221
2015 Q3	$2K	Buy	+13	New	+$1.76K	﹤0.01%	3956
2015 Q2	–	Sell	-13	Closed	-$2K	–	2166
2015 Q1	$2K	Hold	13	–	–	﹤0.01%	3884
2014 Q4	$3K	Buy	+13	New	+$2.67K	﹤0.01%	3712
2013 Q4	–	Sell	-50	Closed	-$7K	–	3394
2013 Q3	$7K	Buy	+50	New	+$7.3K	﹤0.01%	2616

Other funds holding LPSN

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

DGI

Discovery Group I Chicago, Illinois $262M AUM 29.24% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's LPSN Position: Q3 2017 in Review

Creative Planning sold out of LivePerson (LPSN) in Q3 2017, closing a stake of 40 shares — an estimated $7K sold.

Creative Planning first reported a position in LPSN in Q3 2013 and held it in 10 quarters. The position peaked at $224K in Q1 2016. 146 funds tracked by Wall St. Rank hold LPSN as of Q3 2017.

Creative Planning reported no remaining LivePerson position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 40 LivePerson shares in Q3 2017, an estimated $7K.
Creative Planning first reported a position in LivePerson in Q3 2013 and held it in 10 quarters.
Creative Planning's LivePerson position peaked at $224K in Q1 2016.
146 funds tracked by Wall St. Rank held LivePerson as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.