PMFA
LOCK

Plante Moran Financial Advisors’s LifeLock, Inc. LOCK Stock Holding History

Plante Moran Financial Advisors’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 		– Sell
-231
Closed -$3K – 1130
2015
Q4 		$3K Buy
+231
New +$2.97K ﹤0.01% 840

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DVC
Deer VI & Co Larchmont, New York $2.23M AUM 9.32% 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
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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

Plante Moran Financial Advisors's LOCK Position: Q1 2016 in Review

Plante Moran Financial Advisors sold out of LifeLock, Inc. (LOCK) in Q1 2016, closing a stake of 231 shares — an estimated $3K sold.

Plante Moran Financial Advisors first reported a position in LOCK in Q4 2015 and held it in 1 quarter. The position peaked at $3K in Q4 2015. 144 funds tracked by Wall St. Rank hold LOCK as of Q1 2016.

  • Plante Moran Financial Advisors reported no remaining LifeLock, Inc. position as of Q1 2016 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 231 LifeLock, Inc. shares in Q1 2016, an estimated $3K.
  • Plante Moran Financial Advisors first reported a position in LifeLock, Inc. in Q4 2015 and held it in 1 quarter.
  • Plante Moran Financial Advisors's LifeLock, Inc. position peaked at $3K in Q4 2015.
  • 144 funds tracked by Wall St. Rank held LifeLock, Inc. as of Q1 2016.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2016, filed 26 Apr 2016.