PWAG
LOCK

Polaris Wealth Advisory Group’s LifeLock, Inc. LOCK Stock Holding History

Polaris Wealth Advisory Group’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
Q2 		– Sell
-400
Closed -$7K – 163
2014
Q1 		$7K Hold
400
– – ﹤0.01% 138
2013
Q4 		$7K Hold
400
– – ﹤0.01% 163
2013
Q3 		$5.93K Hold
400
– – ﹤0.01% 124
2013
Q2 		$4.68K Buy
+400
New +$4K ﹤0.01% 135

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BCPEM
Bain Capital Public Equity Management Boston, Massachusetts $1.05B AUM 25.71% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Polaris Wealth Advisory Group's LOCK Position: Q2 2014 in Review

Polaris Wealth Advisory Group sold out of LifeLock, Inc. (LOCK) in Q2 2014, closing a stake of 400 shares — an estimated $7K sold.

Polaris Wealth Advisory Group first reported a position in LOCK in Q2 2013 and held it in 4 quarters. The position peaked at $7K in Q1 2014. 157 funds tracked by Wall St. Rank hold LOCK as of Q2 2014.

  • Polaris Wealth Advisory Group reported no remaining LifeLock, Inc. position as of Q2 2014 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 400 LifeLock, Inc. shares in Q2 2014, an estimated $7K.
  • Polaris Wealth Advisory Group first reported a position in LifeLock, Inc. in Q2 2013 and held it in 4 quarters.
  • Polaris Wealth Advisory Group's LifeLock, Inc. position peaked at $7K in Q1 2014.
  • 157 funds tracked by Wall St. Rank held LifeLock, Inc. as of Q2 2014.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2014, filed 5 Aug 2014.