CapWealth Advisors’s Novo Nordisk NVO Stock Holding History

CapWealth 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 Q4	–	Sell	-14	Closed	–	–	209
2016 Q3	$0	Buy	+14	New	+$347	﹤0.01%	321

Other funds holding NVO

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

CapWealth Advisors's NVO Position: Q4 2016 in Review

CapWealth Advisors sold out of Novo Nordisk (NVO) in Q4 2016, closing a stake of 14 shares.

CapWealth Advisors first reported a position in NVO in Q3 2016 and held it in 1 quarter. The position peaked at $0 in Q3 2016. 482 funds tracked by Wall St. Rank hold NVO as of Q4 2016.

CapWealth Advisors reported no remaining Novo Nordisk position as of Q4 2016 after selling out during the quarter.
CapWealth Advisors sold 14 Novo Nordisk shares in Q4 2016.
CapWealth Advisors first reported a position in Novo Nordisk in Q3 2016 and held it in 1 quarter.
CapWealth Advisors's Novo Nordisk position peaked at $0 in Q3 2016.
482 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2016.

Based on CapWealth Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.