BWFA
NVO

Baltimore-Washington Financial Advisors’s Novo Nordisk NVO Stock Holding History

Baltimore-Washington Financial 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
2014
Q3 		– Sell
-2,400
Closed -$55K – 323
2014
Q2 		$55K Buy
+2,400
New +$53K 0.02% 154
2014
Q1 		– Sell
-2,400
Closed -$44K – 273
2013
Q4 		$44K Hold
2,400
– – 0.01% 171
2013
Q3 		$41K Buy
+2,400
New +$40.4K 0.02% 131

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Baltimore-Washington Financial Advisors's NVO Position: Q3 2014 in Review

Baltimore-Washington Financial Advisors sold out of Novo Nordisk (NVO) in Q3 2014, closing a stake of 2,400 shares — an estimated $55K sold.

Baltimore-Washington Financial Advisors first reported a position in NVO in Q3 2013 and held it in 3 quarters. The position peaked at $55K in Q2 2014. 469 funds tracked by Wall St. Rank hold NVO as of Q3 2014.

  • Baltimore-Washington Financial Advisors reported no remaining Novo Nordisk position as of Q3 2014 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 2,400 Novo Nordisk shares in Q3 2014, an estimated $55K.
  • Baltimore-Washington Financial Advisors first reported a position in Novo Nordisk in Q3 2013 and held it in 3 quarters.
  • Baltimore-Washington Financial Advisors's Novo Nordisk position peaked at $55K in Q2 2014.
  • 469 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2014.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q3 2014, filed 29 Oct 2014.