Mariner Wealth Advisors (Cincinnati)’s Novo Nordisk NVO Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2018 Q3	$255K	Hold	10,800	–	–	0.01%	262
2018 Q2	$249K	Hold	10,800	–	–	0.01%	268
2018 Q1	$266K	Hold	10,800	–	–	0.02%	242
2017 Q4	$290K	Hold	10,800	–	–	0.02%	235
2017 Q3	$260K	Hold	10,800	–	–	0.02%	237
2017 Q2	$232K	Buy	+10,800	New	+$218K	0.02%	236
2017 Q1	–	Sell	-19,400	Closed	-$348K	–	252
2016 Q4	$348K	Buy	19,400 +8,600	+80%	+$156K	0.03%	194
2016 Q3	$225K	Sell	10,800 -1,800	-14%	-$44.6K	0.02%	236
2016 Q2	$339K	Buy	+12,600	New	+$346K	0.03%	195

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

SGA

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

Mariner Wealth Advisors (Cincinnati)'s NVO Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) held its Novo Nordisk (NVO) position steady in Q3 2018 at 10,800 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #262.

Mariner Wealth Advisors (Cincinnati) first reported a position in NVO in Q2 2016 and has held it in 9 quarters since. The position peaked at $348K in Q4 2016. 558 funds tracked by Wall St. Rank hold NVO as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 10,800 shares of Novo Nordisk worth $255K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) left its Novo Nordisk share count unchanged in Q3 2018.
Novo Nordisk made up 0.01% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #262 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Novo Nordisk in Q2 2016 and has held it in 9 quarters since.
Mariner Wealth Advisors (Cincinnati)'s Novo Nordisk position peaked at $348K in Q4 2016.
558 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.