EisnerAmper Wealth Management Corporate Benefits’s Novo Nordisk NVO Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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 Q4	–	Sell	-9,360	Closed	-$254K	–	58
2015 Q3	$254K	Sell	9,360 -7,910	-46%	-$224K	0.18%	100
2015 Q2	$473K	Sell	17,270 -8,750	-34%	-$246K	0.36%	53
2015 Q1	$695K	Buy	26,020 +1,110	+4%	+$25.6K	0.53%	39
2014 Q4	$527K	Buy	+24,910	New	+$556K	0.42%	52

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

EisnerAmper Wealth Management Corporate Benefits's NVO Position: Q4 2015 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of Novo Nordisk (NVO) in Q4 2015, closing a stake of 9,360 shares — an estimated $254K sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in NVO in Q4 2014 and held it in 4 quarters. The position peaked at $695K in Q1 2015. 548 funds tracked by Wall St. Rank hold NVO as of Q4 2015.

EisnerAmper Wealth Management Corporate Benefits reported no remaining Novo Nordisk position as of Q4 2015 after selling out during the quarter.
EisnerAmper Wealth Management Corporate Benefits sold 9,360 Novo Nordisk shares in Q4 2015, an estimated $254K.
EisnerAmper Wealth Management Corporate Benefits first reported a position in Novo Nordisk in Q4 2014 and held it in 4 quarters.
EisnerAmper Wealth Management Corporate Benefits's Novo Nordisk position peaked at $695K in Q1 2015.
548 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2015.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2015, filed 4 Jan 2016.