NCM
LOCK

Nelson Capital Management’s LifeLock, Inc. LOCK Stock Holding History

Nelson Capital 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
2014
Q3 		– Sell
-200
Closed -$3K – 330
2014
Q2 		$3K Buy
+200
New +$2.73K ﹤0.01% 287

Other funds holding LOCK

DVC
Deer VI & Co Larchmont, New York $2.23M AUM 9.32% 1-Year Est. Return
OFM
Okumus Fund Management Grand Cayman, Cayman Islands $48.7M AUM 70.39% 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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Nelson Capital Management's LOCK Position: Q3 2014 in Review

Nelson Capital Management sold out of LifeLock, Inc. (LOCK) in Q3 2014, closing a stake of 200 shares — an estimated $3K sold.

Nelson Capital Management first reported a position in LOCK in Q2 2014 and held it in 1 quarter. The position peaked at $3K in Q2 2014. 156 funds tracked by Wall St. Rank hold LOCK as of Q3 2014.

  • Nelson Capital Management reported no remaining LifeLock, Inc. position as of Q3 2014 after selling out during the quarter.
  • Nelson Capital Management sold 200 LifeLock, Inc. shares in Q3 2014, an estimated $3K.
  • Nelson Capital Management first reported a position in LifeLock, Inc. in Q2 2014 and held it in 1 quarter.
  • Nelson Capital Management's LifeLock, Inc. position peaked at $3K in Q2 2014.
  • 156 funds tracked by Wall St. Rank held LifeLock, Inc. as of Q3 2014.

Based on Nelson Capital Management's 13F filing for Q3 2014, filed 31 Oct 2014.