GI
LOCK

Gradient Investments’s LifeLock, Inc. LOCK Stock Holding History

Gradient Investments’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
Q3 		– Sell
-29,540
Closed -$484K – 730
2015
Q2 		$484K Buy
+29,540
New +$457K 0.07% 131

Other funds holding LOCK

OFM
Okumus Fund Management Grand Cayman, Cayman Islands $48.7M AUM 70.39% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
DVC
Deer VI & Co Larchmont, New York $2.23M AUM 9.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Gradient Investments's LOCK Position: Q3 2015 in Review

Gradient Investments sold out of LifeLock, Inc. (LOCK) in Q3 2015, closing a stake of 29,540 shares — an estimated $484K sold.

Gradient Investments first reported a position in LOCK in Q2 2015 and held it in 1 quarter. The position peaked at $484K in Q2 2015. 158 funds tracked by Wall St. Rank hold LOCK as of Q3 2015.

  • Gradient Investments reported no remaining LifeLock, Inc. position as of Q3 2015 after selling out during the quarter.
  • Gradient Investments sold 29,540 LifeLock, Inc. shares in Q3 2015, an estimated $484K.
  • Gradient Investments first reported a position in LifeLock, Inc. in Q2 2015 and held it in 1 quarter.
  • Gradient Investments's LifeLock, Inc. position peaked at $484K in Q2 2015.
  • 158 funds tracked by Wall St. Rank held LifeLock, Inc. as of Q3 2015.

Based on Gradient Investments's 13F filing for Q3 2015, filed 14 Oct 2015.