Independent Portfolio Consultants’s Novo Nordisk NVO Stock Holding History

Independent Portfolio Consultants’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 Q2	$49K	Sell	2,290 -540	-19%	-$10.9K	0.02%	517
2017 Q1	$49K	Sell	2,830 -1,428	-34%	-$24.9K	0.02%	559
2016 Q4	$76K	Buy	+4,258	New	+$77.2K	0.03%	486
2016 Q1	–	Sell	-9,270	Closed	-$269K	–	792
2015 Q4	$269K	Sell	9,270 -35,570	-79%	-$985K	0.08%	295
2015 Q3	$1.22M	Buy	44,840 +35,850	+399%	+$1.02M	0.26%	117
2015 Q2	$246K	Buy	8,990 +3,640	+68%	+$102K	0.05%	329
2015 Q1	$143K	Buy	5,350 +3,790	+243%	+$87.3K	0.03%	421
2014 Q4	$33K	Sell	1,560 -17,670	-92%	-$395K	0.01%	651
2014 Q3	$458K	Buy	+19,230	New	+$443K	0.12%	239

Other funds holding NVO

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

Independent Portfolio Consultants's NVO Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Novo Nordisk (NVO) stake by 19% in Q2 2017, selling an estimated $10.9K and leaving 2,290 shares worth $49K. The position accounts for 0.02% of the portfolio, ranked #517.

Independent Portfolio Consultants first reported a position in NVO in Q3 2014 and has held it in 9 quarters since. The position peaked at $1.22M in Q3 2015. 484 funds tracked by Wall St. Rank hold NVO as of Q2 2017.

Independent Portfolio Consultants held 2,290 shares of Novo Nordisk worth $49K as of Q2 2017.
Independent Portfolio Consultants sold 540 Novo Nordisk shares in Q2 2017, an estimated $10.9K.
Novo Nordisk made up 0.02% of Independent Portfolio Consultants's portfolio in Q2 2017, its #517 holding.
Independent Portfolio Consultants first reported a position in Novo Nordisk in Q3 2014 and has held it in 9 quarters since.
Independent Portfolio Consultants's Novo Nordisk position peaked at $1.22M in Q3 2015.
484 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.