KLI
NVO

Kelman-Lazarov Inc’s Novo Nordisk NVO Stock Holding History

Kelman-Lazarov Inc’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
Q4 		– Sell
-320
Closed -$6.5K – 343
2016
Q3 		$6.5K Hold
320
– – ﹤0.01% 315
2016
Q2 		$8.68K Buy
+320
New +$8.78K 0.01% 294

Other funds holding NVO

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Farm Mutual Automobile Insurance
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

Kelman-Lazarov Inc's NVO Position: Q4 2016 in Review

Kelman-Lazarov Inc sold out of Novo Nordisk (NVO) in Q4 2016, closing a stake of 320 shares — an estimated $6.5K sold.

Kelman-Lazarov Inc first reported a position in NVO in Q2 2016 and held it in 2 quarters. The position peaked at $8.68K in Q2 2016. 483 funds tracked by Wall St. Rank hold NVO as of Q4 2016.

  • Kelman-Lazarov Inc reported no remaining Novo Nordisk position as of Q4 2016 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 320 Novo Nordisk shares in Q4 2016, an estimated $6.5K.
  • Kelman-Lazarov Inc first reported a position in Novo Nordisk in Q2 2016 and held it in 2 quarters.
  • Kelman-Lazarov Inc's Novo Nordisk position peaked at $8.68K in Q2 2016.
  • 483 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2016.

Based on Kelman-Lazarov Inc's 13F filing for Q4 2016, filed 17 Jan 2017.