Thomas W. Smith’s LifeLock, Inc. LOCK Stock Holding History

Thomas W. Smith’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
2017 Q1	–	Sell	-145,300	Closed	-$3.48M	–	11
2016 Q4	$3.48M	Hold	145,300	–	–	3.77%	7
2016 Q3	$2.46M	Hold	145,300	–	–	2.6%	10
2016 Q2	$2.3M	Sell	145,300 -299,923	-67%	-$3.92M	3.3%	10
2016 Q1	$5.37M	Hold	445,223	–	–	4.69%	7
2015 Q4	$6.39M	Hold	445,223	–	–	4.56%	7
2015 Q3	$3.9M	Buy	445,223 +113,534	+34%	+$1.12M	3.29%	9
2015 Q2	$5.44M	Buy	331,689 +29,720	+10%	+$460K	3.68%	9
2015 Q1	$4.26M	Buy	301,969 +30,343	+11%	+$433K	2.97%	10
2014 Q4	$5.03M	Hold	271,626	–	–	3.68%	9
2014 Q3	$3.88M	Buy	271,626 +221,626	+443%	+$3.12M	3.17%	9
2014 Q2	$698K	Hold	50,000	–	–	0.54%	12
2014 Q1	$856K	Hold	50,000	–	–	0.66%	12
2013 Q4	$821K	Hold	50,000	–	–	0.6%	13
2013 Q3	$742K	Buy	+50,000	New	+$625K	0.61%	14

Other funds holding LOCK

FPF

FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return

Thomas W. Smith's LOCK Position: Q1 2017 in Review

Thomas W. Smith sold out of LifeLock, Inc. (LOCK) in Q1 2017, closing a stake of 145,300 shares — an estimated $3.48M sold.

Thomas W. Smith first reported a position in LOCK in Q3 2013 and held it in 14 quarters. The position peaked at $6.39M in Q4 2015. 1 fund tracked by Wall St. Rank holds LOCK as of Q1 2017.

Thomas W. Smith reported no remaining LifeLock, Inc. position as of Q1 2017 after selling out during the quarter.
Thomas W. Smith sold 145,300 LifeLock, Inc. shares in Q1 2017, an estimated $3.48M.
Thomas W. Smith first reported a position in LifeLock, Inc. in Q3 2013 and held it in 14 quarters.
Thomas W. Smith's LifeLock, Inc. position peaked at $6.39M in Q4 2015.
1 fund tracked by Wall St. Rank held LifeLock, Inc. as of Q1 2017.

Based on Thomas W. Smith's 13F filing for Q1 2017, filed 15 May 2017.