WP
LOCK

WealthPLAN Partners’s LifeLock, Inc. LOCK Stock Holding History

WealthPLAN Partners’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
Q3 		$11.2K Buy
676
+252
+59% +$4.15K ﹤0.01% 584
2016
Q2 		$3.35K Buy
+424
New +$5.55K ﹤0.01% 2106

Other funds holding LOCK

PGP
Prescott General Partners Boca Raton, Florida $1.96B AUM 58.65% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DVC
Deer VI & Co Larchmont, New York $2.23M AUM 9.32% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
NM
Nokota Management New York $165M AUM
AA
Antipodean Advisors New York $19.5M AUM 6.21% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

WealthPLAN Partners's LOCK Position: Q3 2016 in Review

WealthPLAN Partners increased its LifeLock, Inc. (LOCK) stake by 59% in Q3 2016, buying an estimated $4.15K and bringing the position to 676 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

WealthPLAN Partners first reported a position in LOCK in Q2 2016 and has held it in 2 quarters since. 160 funds tracked by Wall St. Rank hold LOCK as of Q3 2016.

  • WealthPLAN Partners held 676 shares of LifeLock, Inc. worth $11.2K as of Q3 2016.
  • WealthPLAN Partners bought 252 LifeLock, Inc. shares in Q3 2016, an estimated $4.15K.
  • LifeLock, Inc. made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #584 holding.
  • WealthPLAN Partners first reported a position in LifeLock, Inc. in Q2 2016 and has held it in 2 quarters since.
  • 160 funds tracked by Wall St. Rank held LifeLock, Inc. as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.