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 $1.37B AUM 23.81% 1-Year Est. Return
EM
Elliott Management New York $5.78B AUM 20.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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 $18.6B AUM 15.81% 1-Year Est. Return
NM
Nokota Management New York $100M AUM
AA
Antipodean Advisors New York $19.5M AUM 6.21% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return