WFG Advisors’s LifeLock, Inc. LOCK Stock Holding History

WFG 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 Q4	–	Sell	-500	Closed	-$8K	–	1841
2016 Q3	$8K	Hold	500	–	–	﹤0.01%	1207
2016 Q2	$8K	Hold	500	–	–	﹤0.01%	1157
2016 Q1	$6K	Hold	500	–	–	﹤0.01%	1174
2015 Q4	$7K	Hold	500	–	–	﹤0.01%	1171
2015 Q3	$4K	Sell	500 -800	-62%	-$7.89K	﹤0.01%	1330
2015 Q2	$21K	Hold	1,300	–	–	0.01%	968
2015 Q1	$18K	Buy	1,300 +400	+44%	+$5.71K	0.01%	1028
2014 Q4	$17K	Buy	900 +50	+6%	+$824	﹤0.01%	1294
2014 Q3	$12K	Sell	850 -300	-26%	-$4.22K	﹤0.01%	1448
2014 Q2	$16K	Buy	1,150 +750	+188%	+$10.3K	﹤0.01%	1361
2014 Q1	$7K	Buy	+400	New	+$7.81K	﹤0.01%	1567
2013 Q3	–	Sell	-106	Closed	-$1K	–	2315
2013 Q2	$1K	Buy	+106	New	+$1.06K	﹤0.01%	2042

Other funds holding LOCK

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

PGP

Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Nokota Management New York $165M AUM

Antipodean Advisors New York $19.5M AUM 6.21% 1-Year Est. Return

Omni Partners London, United Kingdom $2.03B AUM 126.33% 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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

WFG Advisors's LOCK Position: Q4 2016 in Review

WFG Advisors sold out of LifeLock, Inc. (LOCK) in Q4 2016, closing a stake of 500 shares — an estimated $8K sold.

WFG Advisors first reported a position in LOCK in Q2 2013 and held it in 12 quarters. The position peaked at $21K in Q2 2015. 175 funds tracked by Wall St. Rank hold LOCK as of Q4 2016.

WFG Advisors reported no remaining LifeLock, Inc. position as of Q4 2016 after selling out during the quarter.
WFG Advisors sold 500 LifeLock, Inc. shares in Q4 2016, an estimated $8K.
WFG Advisors first reported a position in LifeLock, Inc. in Q2 2013 and held it in 12 quarters.
WFG Advisors's LifeLock, Inc. position peaked at $21K in Q2 2015.
175 funds tracked by Wall St. Rank held LifeLock, Inc. as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.