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

Gupta 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
2016 Q1	$18K	Hold	1,463	–	–	﹤0.01%	695
2015 Q4	$21K	Hold	1,463	–	–	0.01%	654
2015 Q3	$13K	Hold	1,463	–	–	﹤0.01%	858
2015 Q2	$24K	Buy	+1,463	New	+$22.6K	0.01%	697

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 $1.96B AUM 58.65% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

DVC

Deer VI & Co Larchmont, New York $2.23M AUM 9.32% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Gupta Wealth Management's LOCK Position: Q1 2016 in Review

Gupta Wealth Management held its LifeLock, Inc. (LOCK) position steady in Q1 2016 at 1,463 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Gupta Wealth Management first reported a position in LOCK in Q2 2015 and has held it in 4 quarters since. The position peaked at $24K in Q2 2015. 144 funds tracked by Wall St. Rank hold LOCK as of Q1 2016.

Gupta Wealth Management held 1,463 shares of LifeLock, Inc. worth $18K as of Q1 2016.
Gupta Wealth Management left its LifeLock, Inc. share count unchanged in Q1 2016.
LifeLock, Inc. made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #695 holding.
Gupta Wealth Management first reported a position in LifeLock, Inc. in Q2 2015 and has held it in 4 quarters since.
Gupta Wealth Management's LifeLock, Inc. position peaked at $24K in Q2 2015.
144 funds tracked by Wall St. Rank held LifeLock, Inc. as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.