CWM
NVO

Concert Wealth Management’s Novo Nordisk NVO Stock Holding History

Concert Wealth Management’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
-20,450
Closed -$424K – 777
2016
Q3 		$424K Sell
20,450
-16
-0.1% -$397 0.05% 413
2016
Q2 		$549K Sell
20,466
-3,216
-14% -$88.2K 0.07% 322
2016
Q1 		$637K Sell
23,682
-1,802
-7% -$48.3K 0.09% 288
2015
Q4 		$739K Sell
25,484
-8,170
-24% -$226K 0.1% 260
2015
Q3 		$910K Buy
33,654
+3,346
+11% +$94.7K 0.12% 214
2015
Q2 		$828K Buy
30,308
+9,376
+45% +$264K 0.11% 244
2015
Q1 		$228K Sell
20,932
-326
-2% -$7.51K 0.07% 365
2014
Q4 		$446K Buy
21,258
+504
+2% +$11.3K 0.07% 348
2014
Q3 		$491K Sell
20,754
-206
-1% -$4.74K 0.07% 267
2014
Q2 		$468K Buy
20,960
+970
+5% +$21.4K 0.06% 295
2014
Q1 		$452K Hold
19,990
– – 0.06% 296
2013
Q4 		$369K Sell
19,990
-970
-5% -$16.9K 0.05% 329
2013
Q3 		$354K Sell
20,960
-1,270
-6% -$21.4K 0.05% 331
2013
Q2 		$343K Buy
+22,230
New +$370K 0.05% 305

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
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

Concert Wealth Management's NVO Position: Q4 2016 in Review

Concert Wealth Management sold out of Novo Nordisk (NVO) in Q4 2016, closing a stake of 20,450 shares — an estimated $424K sold.

Concert Wealth Management first reported a position in NVO in Q2 2013 and held it in 14 quarters. The position peaked at $910K in Q3 2015. 483 funds tracked by Wall St. Rank hold NVO as of Q4 2016.

  • Concert Wealth Management reported no remaining Novo Nordisk position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 20,450 Novo Nordisk shares in Q4 2016, an estimated $424K.
  • Concert Wealth Management first reported a position in Novo Nordisk in Q2 2013 and held it in 14 quarters.
  • Concert Wealth Management's Novo Nordisk position peaked at $910K in Q3 2015.
  • 483 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.