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Leonard Capital Management’s LivePerson LPSN Stock Holding History

Leonard 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
2014
Q1 		– Sell
-8,080
Closed -$1.8M – 140
2013
Q4 		$1.8M Buy
8,080
+3,000
+59% +$498K 0.7% 69
2013
Q3 		$719K Hold
5,080
– – 0.29% 111
2013
Q2 		$682K Buy
+5,080
New +$821K 0.26% 121

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PM
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Trust Advisors
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Leonard Capital Management's LPSN Position: Q1 2014 in Review

Leonard Capital Management sold out of LivePerson (LPSN) in Q1 2014, closing a stake of 8,080 shares — an estimated $1.8M sold.

Leonard Capital Management first reported a position in LPSN in Q2 2013 and held it in 3 quarters. The position peaked at $1.8M in Q4 2013. 125 funds tracked by Wall St. Rank hold LPSN as of Q1 2014.

  • Leonard Capital Management reported no remaining LivePerson position as of Q1 2014 after selling out during the quarter.
  • Leonard Capital Management sold 8,080 LivePerson shares in Q1 2014, an estimated $1.8M.
  • Leonard Capital Management first reported a position in LivePerson in Q2 2013 and held it in 3 quarters.
  • Leonard Capital Management's LivePerson position peaked at $1.8M in Q4 2013.
  • 125 funds tracked by Wall St. Rank held LivePerson as of Q1 2014.

Based on Leonard Capital Management's 13F filing for Q1 2014, filed 14 May 2014.