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Credo Capital Management’s LivePerson LPSN Stock Holding History

Credo Capital 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
2013
Q4 		$20K Buy
+92
New +$15.3K 0.09% 127
2013
Q3 		– Sell
-128
Closed -$17K – 176
2013
Q2 		$17K Buy
+128
New +$20.7K 0.01% 120

Other funds holding LPSN

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
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Credo Capital Management's LPSN Position: Q4 2013 in Review

Credo Capital Management opened a new position in LivePerson (LPSN) in Q4 2013: 92 shares worth $20K. The stake represents 0.09% of the portfolio and ranks #127 among its holdings. This is a return to the name: Credo Capital Management previously reported a position in LPSN as recently as Q2 2013.

Credo Capital Management first reported a position in LPSN in Q2 2013 and has held it in 2 quarters since. 130 funds tracked by Wall St. Rank hold LPSN as of Q4 2013.

  • Credo Capital Management held 92 shares of LivePerson worth $20K as of Q4 2013.
  • LivePerson was a new Credo Capital Management position in Q4 2013.
  • LivePerson made up 0.09% of Credo Capital Management's portfolio in Q4 2013, its #127 holding.
  • Credo Capital Management first reported a position in LivePerson in Q2 2013 and has held it in 2 quarters since.
  • 130 funds tracked by Wall St. Rank held LivePerson as of Q4 2013.

Based on Credo Capital Management's 13F filing for Q4 2013, filed 24 Jan 2014.