Jones Financial Companies
LOCK

Jones Financial Companies’s LifeLock, Inc. LOCK Stock Holding History

Jones Financial Companies’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
2013
Q4 		– Sell
-556
Closed -$8K – 632
2013
Q3 		$8K Hold
556
– – ﹤0.01% 545
2013
Q2 		$7K Buy
+556
New +$5.57K ﹤0.01% 652

Other funds holding LOCK

DVC
Deer VI & Co Larchmont, New York $2.23M AUM 9.32% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Jones Financial Companies's LOCK Position: Q4 2013 in Review

Jones Financial Companies sold out of LifeLock, Inc. (LOCK) in Q4 2013, closing a stake of 556 shares — an estimated $8K sold.

Jones Financial Companies first reported a position in LOCK in Q2 2013 and held it in 2 quarters. The position peaked at $8K in Q3 2013. 157 funds tracked by Wall St. Rank hold LOCK as of Q4 2013.

  • Jones Financial Companies reported no remaining LifeLock, Inc. position as of Q4 2013 after selling out during the quarter.
  • Jones Financial Companies sold 556 LifeLock, Inc. shares in Q4 2013, an estimated $8K.
  • Jones Financial Companies first reported a position in LifeLock, Inc. in Q2 2013 and held it in 2 quarters.
  • Jones Financial Companies's LifeLock, Inc. position peaked at $8K in Q3 2013.
  • 157 funds tracked by Wall St. Rank held LifeLock, Inc. as of Q4 2013.

Based on Jones Financial Companies's 13F filing for Q4 2013, filed 14 Feb 2014.