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Bellwether Investment Group’s Novavax NVAX Stock Holding History

Bellwether Investment Group’s Portfolio NVAX Stock Details NVAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-25
Closed -$1K – 432
2017
Q1 		$1K Hold
25
– – ﹤0.01% 745
2016
Q4 		$1K Buy
+25
New +$729 ﹤0.01% 949
2016
Q2 		$4K Buy
+25
New +$2.87K ﹤0.01% 518

Other funds holding NVAX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BB
BB Biotech Schaffhausen, Switzerland $3.98B AUM 15.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bellwether Investment Group's NVAX Position: Q2 2017 in Review

Bellwether Investment Group sold out of Novavax (NVAX) in Q2 2017, closing a stake of 25 shares — an estimated $1K sold.

Bellwether Investment Group first reported a position in NVAX in Q2 2016 and held it in 3 quarters. The position peaked at $4K in Q2 2016. 126 funds tracked by Wall St. Rank hold NVAX as of Q2 2017.

  • Bellwether Investment Group reported no remaining Novavax position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 25 Novavax shares in Q2 2017, an estimated $1K.
  • Bellwether Investment Group first reported a position in Novavax in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Novavax position peaked at $4K in Q2 2016.
  • 126 funds tracked by Wall St. Rank held Novavax as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.