JFA
NVO

Johanson Financial Advisors’s Novo Nordisk NVO Stock Holding History

Johanson Financial Advisors’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
2016
Q3 		– Sell
-9,100
Closed -$245K – 76
2016
Q2 		$245K Hold
9,100
– – 0.29% 59
2016
Q1 		$245K Sell
9,100
-688
-7% -$18.4K 0.3% 58
2015
Q4 		$283K Buy
+9,788
New +$271K 0.37% 54

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WCM Investment Management
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Fidelity Investments
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F
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JSP
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Jennison Associates
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Fayez Sarofim & Co
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Johanson Financial Advisors's NVO Position: Q3 2016 in Review

Johanson Financial Advisors sold out of Novo Nordisk (NVO) in Q3 2016, closing a stake of 9,100 shares — an estimated $245K sold.

Johanson Financial Advisors first reported a position in NVO in Q4 2015 and held it in 3 quarters. The position peaked at $283K in Q4 2015. 513 funds tracked by Wall St. Rank hold NVO as of Q3 2016.

  • Johanson Financial Advisors reported no remaining Novo Nordisk position as of Q3 2016 after selling out during the quarter.
  • Johanson Financial Advisors sold 9,100 Novo Nordisk shares in Q3 2016, an estimated $245K.
  • Johanson Financial Advisors first reported a position in Novo Nordisk in Q4 2015 and held it in 3 quarters.
  • Johanson Financial Advisors's Novo Nordisk position peaked at $283K in Q4 2015.
  • 513 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2016.

Based on Johanson Financial Advisors's 13F filing for Q3 2016, filed 14 Oct 2016.