MPWT
NVO

MassMutual Private Wealth & Trust’s Novo Nordisk NVO Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		– Sell
-410
Closed -$8.79K – 1089
2017
Q2 		$8.79K Sell
410
-2,130
-84% -$43K ﹤0.01% 755
2017
Q1 		$43.5K Sell
2,540
-1,210
-32% -$21.1K ﹤0.01% 489
2016
Q4 		$67.2K Buy
+3,750
New +$68K 0.01% 334
2016
Q2 		$7.03M Sell
261,448
-3,390
-1% -$93K 0.89% 23
2016
Q1 		$7.18M Buy
264,838
+40,632
+18% +$1.09M 0.97% 22
2015
Q4 		$6.51M Buy
224,206
+81,578
+57% +$2.26M 0.93% 23
2015
Q3 		$3.4M Buy
142,628
+16,056
+13% +$455K 0.72% 34
2015
Q2 		$2.92M Sell
126,572
-54,266
-30% -$1.53M 0.65% 39
2015
Q1 		$4.83M Buy
180,838
+23,144
+15% +$533K 0.8% 26
2014
Q4 		$3.34M Buy
157,694
+15,066
+11% +$337K 1.08% 17
2014
Q3 		$3.4M Buy
142,628
+16,056
+13% +$369K 0.68% 36
2014
Q2 		$2.92M Buy
126,572
+33,430
+36% +$738K 1.16% 13
2014
Q1 		$2.13M Buy
93,142
+38,112
+69% +$812K 1.24% 13
2013
Q4 		$1.02M Buy
+55,030
New +$959K 0.94% 24

Other funds holding NVO

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

MassMutual Private Wealth & Trust's NVO Position: Q3 2017 in Review

MassMutual Private Wealth & Trust sold out of Novo Nordisk (NVO) in Q3 2017, closing a stake of 410 shares — an estimated $8.79K sold.

MassMutual Private Wealth & Trust first reported a position in NVO in Q4 2013 and held it in 14 quarters. The position peaked at $7.18M in Q1 2016. 491 funds tracked by Wall St. Rank hold NVO as of Q3 2017.

  • MassMutual Private Wealth & Trust reported no remaining Novo Nordisk position as of Q3 2017 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 410 Novo Nordisk shares in Q3 2017, an estimated $8.79K.
  • MassMutual Private Wealth & Trust first reported a position in Novo Nordisk in Q4 2013 and held it in 14 quarters.
  • MassMutual Private Wealth & Trust's Novo Nordisk position peaked at $7.18M in Q1 2016.
  • 491 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2017.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2017, filed 13 Feb 2018.