Genovese Burford & Brothers Wealth & Retirement Plan Management’s Novo Nordisk NVO Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2017 Q1	–	Sell	-5,000	Closed	-$90K	–	487
2016 Q4	$90K	Hold	5,000	–	–	0.02%	119
2016 Q3	$103K	Hold	5,000	–	–	0.04%	102
2016 Q2	$134K	Sell	5,000 -900	-15%	-$24.7K	0.05%	82
2016 Q1	$159K	Hold	5,900	–	–	0.08%	59
2015 Q4	$171K	Buy	+5,900	New	+$163K	0.08%	55

Other funds holding NVO

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

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's NVO Position: Q1 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Novo Nordisk (NVO) in Q1 2017, closing a stake of 5,000 shares — an estimated $90K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in NVO in Q4 2015 and held it in 5 quarters. The position peaked at $171K in Q4 2015. 463 funds tracked by Wall St. Rank hold NVO as of Q1 2017.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Novo Nordisk position as of Q1 2017 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 5,000 Novo Nordisk shares in Q1 2017, an estimated $90K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Novo Nordisk in Q4 2015 and held it in 5 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's Novo Nordisk position peaked at $171K in Q4 2015.
463 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q1 2017, filed 28 Apr 2017.