Independent Portfolio Consultants’s LifeLock, Inc. LOCK Stock Holding History

Independent Portfolio Consultants’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	-790	Closed	-$13K	–	899
2015 Q2	$13K	Sell	790 -840	-52%	-$13K	﹤0.01%	748
2015 Q1	$23K	Buy	1,630 +685	+72%	+$9.79K	﹤0.01%	674
2014 Q4	$17K	Buy	945 +160	+20%	+$2.64K	﹤0.01%	673
2014 Q3	$11K	Buy	+785	New	+$11K	﹤0.01%	738

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 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

Independent Portfolio Consultants's LOCK Position: Q3 2015 in Review

Independent Portfolio Consultants sold out of LifeLock, Inc. (LOCK) in Q3 2015, closing a stake of 790 shares — an estimated $13K sold.

Independent Portfolio Consultants first reported a position in LOCK in Q3 2014 and held it in 4 quarters. The position peaked at $23K in Q1 2015. 158 funds tracked by Wall St. Rank hold LOCK as of Q3 2015.

Independent Portfolio Consultants reported no remaining LifeLock, Inc. position as of Q3 2015 after selling out during the quarter.
Independent Portfolio Consultants sold 790 LifeLock, Inc. shares in Q3 2015, an estimated $13K.
Independent Portfolio Consultants first reported a position in LifeLock, Inc. in Q3 2014 and held it in 4 quarters.
Independent Portfolio Consultants's LifeLock, Inc. position peaked at $23K in Q1 2015.
158 funds tracked by Wall St. Rank held LifeLock, Inc. as of Q3 2015.

Based on Independent Portfolio Consultants's 13F filing for Q3 2015, filed 19 Oct 2015.