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Endurance Wealth Management’s Novanta NOVT Stock Holding History

Endurance Wealth Management’s Portfolio NOVT Stock Details NOVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,000
Closed -$52K – 506
2018
Q1 		$52K Buy
+1,000
New +$54.8K 0.01% 284

Other funds holding NOVT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Endurance Wealth Management's NOVT Position: Q2 2018 in Review

Endurance Wealth Management sold out of Novanta (NOVT) in Q2 2018, closing a stake of 1,000 shares — an estimated $52K sold.

Endurance Wealth Management first reported a position in NOVT in Q1 2018 and held it in 1 quarter. The position peaked at $52K in Q1 2018. 184 funds tracked by Wall St. Rank hold NOVT as of Q2 2018.

  • Endurance Wealth Management reported no remaining Novanta position as of Q2 2018 after selling out during the quarter.
  • Endurance Wealth Management sold 1,000 Novanta shares in Q2 2018, an estimated $52K.
  • Endurance Wealth Management first reported a position in Novanta in Q1 2018 and held it in 1 quarter.
  • Endurance Wealth Management's Novanta position peaked at $52K in Q1 2018.
  • 184 funds tracked by Wall St. Rank held Novanta as of Q2 2018.

Based on Endurance Wealth Management's 13F filing for Q2 2018, filed 2 Aug 2018.