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UBS’s LivePerson LPSN Stock Holding History

UBS’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
Q3 		$39K Sell
206
-340
-62% -$60.3K ﹤0.01% 7134
2014
Q2 		$83K Sell
546
-1,286
-70% -$192K ﹤0.01% 6168
2014
Q1 		$332K Buy
1,832
+32
+2% +$6.4K ﹤0.01% 4664
2013
Q4 		$400K Buy
1,800
+17
+1% +$2.82K ﹤0.01% 4567
2013
Q3 		$252K Buy
1,783
+1,194
+203% +$174K ﹤0.01% 4895
2013
Q2 		$79K Buy
+589
New +$95.2K ﹤0.01% 6180

Other funds holding LPSN

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
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
SRFM
Shannon River Fund Management New York $524M AUM 90.54% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
AWMDMG
Austin W. Marxe & David M. Greenhouse New York $733M AUM 21.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

UBS's LPSN Position: Q3 2014 in Review

UBS reduced its LivePerson (LPSN) stake by 62% in Q3 2014, selling an estimated $60.3K and leaving 206 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #7134.

UBS first reported a position in LPSN in Q2 2013 and has held it in 6 quarters since. The position peaked at $400K in Q4 2013. 125 funds tracked by Wall St. Rank hold LPSN as of Q3 2014.

  • UBS held 206 shares of LivePerson worth $39K as of Q3 2014.
  • UBS sold 340 LivePerson shares in Q3 2014, an estimated $60.3K.
  • LivePerson made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7134 holding.
  • UBS first reported a position in LivePerson in Q2 2013 and has held it in 6 quarters since.
  • UBS's LivePerson position peaked at $400K in Q4 2013.
  • 125 funds tracked by Wall St. Rank held LivePerson as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.