IWMPD
LOCK

Integrated Wealth Management (Palm Desert)’s LifeLock, Inc. LOCK Stock Holding History

Integrated Wealth Management (Palm Desert)’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
Q2 		– Sell
-1,806
Closed -$25K – 1536
2015
Q1 		$25K Buy
+1,806
New +$25.8K 0.01% 515

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
OFM
Okumus Fund Management Grand Cayman, Cayman Islands $48.7M AUM 70.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s LOCK Position: Q2 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of LifeLock, Inc. (LOCK) in Q2 2015, closing a stake of 1,806 shares — an estimated $25K sold.

Integrated Wealth Management (Palm Desert) first reported a position in LOCK in Q1 2015 and held it in 1 quarter. The position peaked at $25K in Q1 2015. 185 funds tracked by Wall St. Rank hold LOCK as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining LifeLock, Inc. position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 1,806 LifeLock, Inc. shares in Q2 2015, an estimated $25K.
  • Integrated Wealth Management (Palm Desert) first reported a position in LifeLock, Inc. in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s LifeLock, Inc. position peaked at $25K in Q1 2015.
  • 185 funds tracked by Wall St. Rank held LifeLock, Inc. as of Q2 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2015, filed 17 Jul 2015.