PWM
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ParenteBeard Wealth Management’s LivePerson LPSN Stock Holding History

ParenteBeard 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
2014
Q4 		– Sell
-923
Closed -$174K – 110
2014
Q3 		$174K Buy
+923
New +$164K 0.07% 111

Other funds holding LPSN

GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
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
SRFM
Shannon River Fund Management New York $524M AUM 90.54% 1-Year Est. Return
DCM
Destrier Capital Management New York $144M AUM 7.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

ParenteBeard Wealth Management's LPSN Position: Q4 2014 in Review

ParenteBeard Wealth Management sold out of LivePerson (LPSN) in Q4 2014, closing a stake of 923 shares — an estimated $174K sold.

ParenteBeard Wealth Management first reported a position in LPSN in Q3 2014 and held it in 1 quarter. The position peaked at $174K in Q3 2014. 128 funds tracked by Wall St. Rank hold LPSN as of Q4 2014.

  • ParenteBeard Wealth Management reported no remaining LivePerson position as of Q4 2014 after selling out during the quarter.
  • ParenteBeard Wealth Management sold 923 LivePerson shares in Q4 2014, an estimated $174K.
  • ParenteBeard Wealth Management first reported a position in LivePerson in Q3 2014 and held it in 1 quarter.
  • ParenteBeard Wealth Management's LivePerson position peaked at $174K in Q3 2014.
  • 128 funds tracked by Wall St. Rank held LivePerson as of Q4 2014.

Based on ParenteBeard Wealth Management's 13F filing for Q4 2014, filed 28 Jan 2015.