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Lebenthal Asset Management’s LivePerson LPSN Stock Holding History

Lebenthal Asset 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
2016
Q4 		– Sell
-350
Closed -$44K – 512
2016
Q3 		$44K Buy
+350
New +$39.9K 0.01% 445

Other funds holding LPSN

RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Vanguard Group
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
DGI
Discovery Group I Chicago, Illinois $262M AUM 29.24% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Lebenthal Asset Management's LPSN Position: Q4 2016 in Review

Lebenthal Asset Management sold out of LivePerson (LPSN) in Q4 2016, closing a stake of 350 shares — an estimated $44K sold.

Lebenthal Asset Management first reported a position in LPSN in Q3 2016 and held it in 1 quarter. The position peaked at $44K in Q3 2016. 136 funds tracked by Wall St. Rank hold LPSN as of Q4 2016.

  • Lebenthal Asset Management reported no remaining LivePerson position as of Q4 2016 after selling out during the quarter.
  • Lebenthal Asset Management sold 350 LivePerson shares in Q4 2016, an estimated $44K.
  • Lebenthal Asset Management first reported a position in LivePerson in Q3 2016 and held it in 1 quarter.
  • Lebenthal Asset Management's LivePerson position peaked at $44K in Q3 2016.
  • 136 funds tracked by Wall St. Rank held LivePerson as of Q4 2016.

Based on Lebenthal Asset Management's 13F filing for Q4 2016, filed 15 Feb 2017.