AFWA
NVO

Ancora Family Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Ancora Family Wealth Advisors’s Portfolio NVO Stock Details NVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$224K Buy
10,750
+2,500
+30% +$62K 0.08% 193
2016
Q2 		$222K Buy
8,250
+400
+5% +$11K 0.08% 174
2016
Q1 		$213K Hold
7,850
– – 0.09% 166
2015
Q4 		$228K Hold
7,850
– – 0.1% 164
2015
Q3 		$213K Buy
+7,850
New +$222K 0.09% 177

Other funds holding NVO

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Ancora Family Wealth Advisors's NVO Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its Novo Nordisk (NVO) stake by 30% in Q3 2016, buying an estimated $62K and bringing the position to 10,750 shares worth $224K. The position accounts for 0.08% of the portfolio, ranked #193.

Ancora Family Wealth Advisors first reported a position in NVO in Q3 2015 and has held it in 5 quarters since. The position peaked at $228K in Q4 2015. 513 funds tracked by Wall St. Rank hold NVO as of Q3 2016.

  • Ancora Family Wealth Advisors held 10,750 shares of Novo Nordisk worth $224K as of Q3 2016.
  • Ancora Family Wealth Advisors bought 2,500 Novo Nordisk shares in Q3 2016, an estimated $62K.
  • Novo Nordisk made up 0.08% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #193 holding.
  • Ancora Family Wealth Advisors first reported a position in Novo Nordisk in Q3 2015 and has held it in 5 quarters since.
  • Ancora Family Wealth Advisors's Novo Nordisk position peaked at $228K in Q4 2015.
  • 513 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.