JWest’s LivePerson LPSN Stock Holding History

JWest’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
2014 Q1	–	Sell	-3,520	Closed	-$776K	–	28
2013 Q4	$776K	Buy	+3,520	New	+$584K	0.62%	26

Other funds holding LPSN

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

JWest's LPSN Position: Q1 2014 in Review

JWest sold out of LivePerson (LPSN) in Q1 2014, closing a stake of 3,520 shares — an estimated $776K sold.

JWest first reported a position in LPSN in Q4 2013 and held it in 1 quarter. The position peaked at $776K in Q4 2013. 125 funds tracked by Wall St. Rank hold LPSN as of Q1 2014.

JWest reported no remaining LivePerson position as of Q1 2014 after selling out during the quarter.
JWest sold 3,520 LivePerson shares in Q1 2014, an estimated $776K.
JWest first reported a position in LivePerson in Q4 2013 and held it in 1 quarter.
JWest's LivePerson position peaked at $776K in Q4 2013.
125 funds tracked by Wall St. Rank held LivePerson as of Q1 2014.

Based on JWest's 13F filing for Q1 2014, filed 15 May 2014.