CWM
LOCK

Concert Wealth Management’s LifeLock, Inc. LOCK Stock Holding History

Concert Wealth Management’s Portfolio LOCK Stock Details LOCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-11,385
Closed -$215K – 661
2014
Q4 		$215K Buy
+11,385
New +$188K 0.03% 557
2014
Q2 		– Sell
-12,150
Closed -$209K – 591
2014
Q1 		$209K Buy
+12,150
New +$237K 0.03% 501

Other funds holding LOCK

DVC
Deer VI & Co Larchmont, New York $2.23M AUM 9.32% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
OFM
Okumus Fund Management Grand Cayman, Cayman Islands $48.7M AUM 70.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Concert Wealth Management's LOCK Position: Q1 2015 in Review

Concert Wealth Management sold out of LifeLock, Inc. (LOCK) in Q1 2015, closing a stake of 11,385 shares — an estimated $215K sold.

Concert Wealth Management first reported a position in LOCK in Q1 2014 and held it in 2 quarters. The position peaked at $215K in Q4 2014. 186 funds tracked by Wall St. Rank hold LOCK as of Q1 2015.

  • Concert Wealth Management reported no remaining LifeLock, Inc. position as of Q1 2015 after selling out during the quarter.
  • Concert Wealth Management sold 11,385 LifeLock, Inc. shares in Q1 2015, an estimated $215K.
  • Concert Wealth Management first reported a position in LifeLock, Inc. in Q1 2014 and held it in 2 quarters.
  • Concert Wealth Management's LifeLock, Inc. position peaked at $215K in Q4 2014.
  • 186 funds tracked by Wall St. Rank held LifeLock, Inc. as of Q1 2015.

Based on Concert Wealth Management's 13F filing for Q1 2015, filed 27 Apr 2015.