Constellation Wealth Advisors’s Novo Nordisk NVO Stock Holding History

Constellation 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
2015 Q3	–	Sell	-18,992	Closed	-$520K	–	135
2015 Q2	$520K	Hold	18,992	–	–	0.04%	135
2015 Q1	$507K	Buy	18,992 +380	+2%	+$8.75K	0.04%	143
2014 Q4	$394K	Sell	18,612 -684	-4%	-$15.3K	0.03%	148
2014 Q3	$459K	Sell	19,296 -934	-5%	-$21.5K	0.04%	142
2014 Q2	$467K	Hold	20,230	–	–	0.05%	122
2014 Q1	$462K	Sell	20,230 -10,790	-35%	-$230K	0.05%	147
2013 Q4	$573K	Buy	31,020 +2,120	+7%	+$36.9K	0.06%	144
2013 Q3	$489K	Buy	+28,900	New	+$486K	0.06%	139

Other funds holding NVO

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

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

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Constellation Wealth Advisors's NVO Position: Q3 2015 in Review

Constellation Wealth Advisors sold out of Novo Nordisk (NVO) in Q3 2015, closing a stake of 18,992 shares — an estimated $520K sold.

Constellation Wealth Advisors first reported a position in NVO in Q3 2013 and held it in 8 quarters. The position peaked at $573K in Q4 2013. 526 funds tracked by Wall St. Rank hold NVO as of Q3 2015.

Constellation Wealth Advisors reported no remaining Novo Nordisk position as of Q3 2015 after selling out during the quarter.
Constellation Wealth Advisors sold 18,992 Novo Nordisk shares in Q3 2015, an estimated $520K.
Constellation Wealth Advisors first reported a position in Novo Nordisk in Q3 2013 and held it in 8 quarters.
Constellation Wealth Advisors's Novo Nordisk position peaked at $573K in Q4 2013.
526 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2015.

Based on Constellation Wealth Advisors's 13F filing for Q3 2015, filed 9 Nov 2015.