WI
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WHV Investments’s LivePerson LPSN Stock Holding History

WHV Investments’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
2013
Q4 		– Sell
-1,507
Closed -$213K – 215
2013
Q3 		$213K Buy
1,507
+6
+0.4% +$876 ﹤0.01% 230
2013
Q2 		$202K Buy
+1,501
New +$243K ﹤0.01% 246

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
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WHV Investments's LPSN Position: Q4 2013 in Review

WHV Investments sold out of LivePerson (LPSN) in Q4 2013, closing a stake of 1,507 shares — an estimated $213K sold.

WHV Investments first reported a position in LPSN in Q2 2013 and held it in 2 quarters. The position peaked at $213K in Q3 2013. 130 funds tracked by Wall St. Rank hold LPSN as of Q4 2013.

  • WHV Investments reported no remaining LivePerson position as of Q4 2013 after selling out during the quarter.
  • WHV Investments sold 1,507 LivePerson shares in Q4 2013, an estimated $213K.
  • WHV Investments first reported a position in LivePerson in Q2 2013 and held it in 2 quarters.
  • WHV Investments's LivePerson position peaked at $213K in Q3 2013.
  • 130 funds tracked by Wall St. Rank held LivePerson as of Q4 2013.

Based on WHV Investments's 13F filing for Q4 2013, filed 14 Feb 2014.