MWM
NVO

Mascoma Wealth Management’s Novo Nordisk NVO Stock Holding History

Mascoma Wealth 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
Q4 		– Sell
-200
Closed -$5K – 400
2017
Q3 		$5K Hold
200
– – ﹤0.01% 322
2017
Q2 		$4K Hold
200
– – ﹤0.01% 338
2017
Q1 		$3K Hold
200
– – ﹤0.01% 323
2016
Q4 		$4K Buy
+200
New +$3.63K ﹤0.01% 312

Other funds holding NVO

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Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Mascoma Wealth Management's NVO Position: Q4 2017 in Review

Mascoma Wealth Management sold out of Novo Nordisk (NVO) in Q4 2017, closing a stake of 200 shares — an estimated $5K sold.

Mascoma Wealth Management first reported a position in NVO in Q4 2016 and held it in 4 quarters. The position peaked at $5K in Q3 2017. 552 funds tracked by Wall St. Rank hold NVO as of Q4 2017.

  • Mascoma Wealth Management reported no remaining Novo Nordisk position as of Q4 2017 after selling out during the quarter.
  • Mascoma Wealth Management sold 200 Novo Nordisk shares in Q4 2017, an estimated $5K.
  • Mascoma Wealth Management first reported a position in Novo Nordisk in Q4 2016 and held it in 4 quarters.
  • Mascoma Wealth Management's Novo Nordisk position peaked at $5K in Q3 2017.
  • 552 funds tracked by Wall St. Rank held Novo Nordisk as of Q4 2017.

Based on Mascoma Wealth Management's 13F filing for Q4 2017, filed 5 Feb 2018.