Creative Planning’s LifeLock, Inc. LOCK Stock Holding History

Creative Planning’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
2017 Q1	–	Sell	-400	Closed	-$10K	–	5134
2016 Q4	$10K	Sell	400 -1,463	-79%	-$29.8K	﹤0.01%	3584
2016 Q3	$32K	Sell	1,863 -137	-7%	-$2.26K	﹤0.01%	2706
2016 Q2	$32K	Buy	2,000 +1,800	+900%	+$23.5K	﹤0.01%	2456
2016 Q1	$2K	Hold	200	–	–	﹤0.01%	4050
2015 Q4	$3K	Sell	200 -2,000	-91%	-$25.7K	﹤0.01%	3969
2015 Q3	$19K	Buy	+2,200	New	+$21.7K	﹤0.01%	2780
2015 Q2	–	Sell	-1,200	Closed	-$17K	–	3790
2015 Q1	$17K	Sell	1,200 -800	-40%	-$11.4K	﹤0.01%	2857
2014 Q4	$37K	Buy	+2,000	New	+$33K	﹤0.01%	2204
2014 Q1	–	Sell	-2,000	Closed	-$33K	–	3864
2013 Q4	$33K	Sell	2,000 -3,300	-62%	-$52K	﹤0.01%	1894
2013 Q3	$79K	Buy	+5,300	New	+$66.3K	﹤0.01%	1267

Other funds holding LOCK

FPF

FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return

Creative Planning's LOCK Position: Q1 2017 in Review

Creative Planning sold out of LifeLock, Inc. (LOCK) in Q1 2017, closing a stake of 400 shares — an estimated $10K sold.

Creative Planning first reported a position in LOCK in Q3 2013 and held it in 10 quarters. The position peaked at $79K in Q3 2013. 1 fund tracked by Wall St. Rank holds LOCK as of Q1 2017.

Creative Planning reported no remaining LifeLock, Inc. position as of Q1 2017 after selling out during the quarter.
Creative Planning sold 400 LifeLock, Inc. shares in Q1 2017, an estimated $10K.
Creative Planning first reported a position in LifeLock, Inc. in Q3 2013 and held it in 10 quarters.
Creative Planning's LifeLock, Inc. position peaked at $79K in Q3 2013.
1 fund tracked by Wall St. Rank held LifeLock, Inc. as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.