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ProVise Management Group’s LivePerson LPSN Stock Holding History

ProVise Management 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
Q1 		– Sell
-2,629
Closed -$298K – 325
2016
Q4 		$298K Buy
2,629
+19
+0.7% +$2.35K 0.05% 264
2016
Q3 		$329K Buy
+2,610
New +$297K 0.06% 251

Other funds holding LPSN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ProVise Management Group's LPSN Position: Q1 2017 in Review

ProVise Management Group sold out of LivePerson (LPSN) in Q1 2017, closing a stake of 2,629 shares — an estimated $298K sold.

ProVise Management Group first reported a position in LPSN in Q3 2016 and held it in 2 quarters. The position peaked at $329K in Q3 2016. 128 funds tracked by Wall St. Rank hold LPSN as of Q1 2017.

  • ProVise Management Group reported no remaining LivePerson position as of Q1 2017 after selling out during the quarter.
  • ProVise Management Group sold 2,629 LivePerson shares in Q1 2017, an estimated $298K.
  • ProVise Management Group first reported a position in LivePerson in Q3 2016 and held it in 2 quarters.
  • ProVise Management Group's LivePerson position peaked at $329K in Q3 2016.
  • 128 funds tracked by Wall St. Rank held LivePerson as of Q1 2017.

Based on ProVise Management Group's 13F filing for Q1 2017, filed 10 May 2017.