Private Advisory Group’s LivePerson LPSN Stock Holding History

Private Advisory Group’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
2017 Q4	–	Sell	-1,665	Closed	-$339K	–	137
2017 Q3	$339K	Buy	+1,665	New	+$320K	0.2%	88

Other funds holding LPSN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Private Advisory Group's LPSN Position: Q4 2017 in Review

Private Advisory Group sold out of LivePerson (LPSN) in Q4 2017, closing a stake of 1,665 shares — an estimated $339K sold.

Private Advisory Group first reported a position in LPSN in Q3 2017 and held it in 1 quarter. The position peaked at $339K in Q3 2017. 149 funds tracked by Wall St. Rank hold LPSN as of Q4 2017.

Private Advisory Group reported no remaining LivePerson position as of Q4 2017 after selling out during the quarter.
Private Advisory Group sold 1,665 LivePerson shares in Q4 2017, an estimated $339K.
Private Advisory Group first reported a position in LivePerson in Q3 2017 and held it in 1 quarter.
Private Advisory Group's LivePerson position peaked at $339K in Q3 2017.
149 funds tracked by Wall St. Rank held LivePerson as of Q4 2017.

Based on Private Advisory Group's 13F filing for Q4 2017, filed 30 Jan 2018.