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Marathon Capital Management’s LivePerson LPSN Stock Holding History

Marathon 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
2016
Q3 		– Sell
-1,667
Closed -$159K – 95
2016
Q2 		$159K Sell
1,667
-17,136
-91% -$1.64M 0.08% 70
2016
Q1 		$1.65M Buy
18,803
+3,863
+26% +$318K 0.85% 17
2015
Q4 		$1.51M Buy
+14,940
New +$1.7M 0.8% 20

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

Marathon Capital Management's LPSN Position: Q3 2016 in Review

Marathon Capital Management sold out of LivePerson (LPSN) in Q3 2016, closing a stake of 1,667 shares — an estimated $159K sold.

Marathon Capital Management first reported a position in LPSN in Q4 2015 and held it in 3 quarters. The position peaked at $1.65M in Q1 2016. 132 funds tracked by Wall St. Rank hold LPSN as of Q3 2016.

  • Marathon Capital Management reported no remaining LivePerson position as of Q3 2016 after selling out during the quarter.
  • Marathon Capital Management sold 1,667 LivePerson shares in Q3 2016, an estimated $159K.
  • Marathon Capital Management first reported a position in LivePerson in Q4 2015 and held it in 3 quarters.
  • Marathon Capital Management's LivePerson position peaked at $1.65M in Q1 2016.
  • 132 funds tracked by Wall St. Rank held LivePerson as of Q3 2016.

Based on Marathon Capital Management's 13F filing for Q3 2016, filed 10 Nov 2016.