Gary Goldberg Planning Services’s Novo Nordisk NVO Stock Holding History

Gary Goldberg Planning Services’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
2014 Q4	$1.02M	Buy	48,044 +3,778	+9%	+$84.4K	0.43%	46
2014 Q3	$1.05M	Sell	44,266 -1,058	-2%	-$24.3K	0.44%	51
2014 Q2	$1.05M	Buy	45,324 +11,324	+33%	+$250K	0.46%	48
2014 Q1	$776K	Buy	34,000 +11,930	+54%	+$254K	0.38%	51
2013 Q4	$408K	Buy	22,070 +4,850	+28%	+$84.5K	0.24%	63
2013 Q3	$291K	Buy	17,220 +9,850	+134%	+$166K	0.18%	76
2013 Q2	$114K	Buy	+7,370	New	+$123K	0.07%	107

Other funds holding NVO

Jennison Associates New York $145B AUM 34.61% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

Gary Goldberg Planning Services's NVO Position: Q4 2014 in Review

Gary Goldberg Planning Services increased its Novo Nordisk (NVO) stake by 8.5% in Q4 2014, buying an estimated $84.4K and bringing the position to 48,044 shares worth $1.02M. The position accounts for 0.43% of the portfolio, ranked #46.

Gary Goldberg Planning Services first reported a position in NVO in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.05M in Q3 2014. 500 funds tracked by Wall St. Rank hold NVO as of Q4 2014.

Gary Goldberg Planning Services held 48,044 shares of Novo Nordisk worth $1.02M as of Q4 2014.
Gary Goldberg Planning Services bought 3,778 Novo Nordisk shares in Q4 2014, an estimated $84.4K.
Novo Nordisk made up 0.43% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #46 holding.
Gary Goldberg Planning Services first reported a position in Novo Nordisk in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Novo Nordisk position peaked at $1.05M in Q3 2014.
500 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.