PFA
NVO

Paradigm Financial Advisors’s Novo Nordisk NVO Stock Holding History

Paradigm 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
2014
Q2 		– Sell
-200
Closed -$5K – 170
2014
Q1 		$5K Sell
200
-2,600
-93% -$55.4K ﹤0.01% 229
2013
Q4 		$52K Buy
+2,800
New +$48.8K 0.05% 129

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Paradigm Financial Advisors's NVO Position: Q2 2014 in Review

Paradigm Financial Advisors sold out of Novo Nordisk (NVO) in Q2 2014, closing a stake of 200 shares — an estimated $5K sold.

Paradigm Financial Advisors first reported a position in NVO in Q4 2013 and held it in 2 quarters. The position peaked at $52K in Q4 2013. 473 funds tracked by Wall St. Rank hold NVO as of Q2 2014.

  • Paradigm Financial Advisors reported no remaining Novo Nordisk position as of Q2 2014 after selling out during the quarter.
  • Paradigm Financial Advisors sold 200 Novo Nordisk shares in Q2 2014, an estimated $5K.
  • Paradigm Financial Advisors first reported a position in Novo Nordisk in Q4 2013 and held it in 2 quarters.
  • Paradigm Financial Advisors's Novo Nordisk position peaked at $52K in Q4 2013.
  • 473 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2014.

Based on Paradigm Financial Advisors's 13F filing for Q2 2014, filed 28 Jul 2014.