MWM
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MinichMacGregor Wealth Management’s LivePerson LPSN Stock Holding History

MinichMacGregor Wealth 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
2018
Q4 		– Sell
-117
Closed -$44K – 322
2018
Q3 		$44K Buy
+117
New +$43.1K 0.03% 129
2018
Q1 		– Sell
-89
Closed -$15K – 536
2017
Q4 		$15K Hold
89
– – 0.01% 244
2017
Q3 		$18K Buy
+89
New +$17.1K 0.01% 205

Other funds holding LPSN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

MinichMacGregor Wealth Management's LPSN Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of LivePerson (LPSN) in Q4 2018, closing a stake of 117 shares — an estimated $44K sold.

MinichMacGregor Wealth Management first reported a position in LPSN in Q3 2017 and held it in 3 quarters. The position peaked at $44K in Q3 2018. 173 funds tracked by Wall St. Rank hold LPSN as of Q4 2018.

  • MinichMacGregor Wealth Management reported no remaining LivePerson position as of Q4 2018 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 117 LivePerson shares in Q4 2018, an estimated $44K.
  • MinichMacGregor Wealth Management first reported a position in LivePerson in Q3 2017 and held it in 3 quarters.
  • MinichMacGregor Wealth Management's LivePerson position peaked at $44K in Q3 2018.
  • 173 funds tracked by Wall St. Rank held LivePerson as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.