Reilly Financial Advisors’s Novo Nordisk NVO Stock Holding History

Reilly 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
2019 Q3	–	Sell	-2,206	Closed	-$56K	–	948
2019 Q2	$56K	Hold	2,206	–	–	0.01%	344
2019 Q1	$58K	Hold	2,206	–	–	0.01%	327
2018 Q4	$51K	Hold	2,206	–	–	0.01%	328
2018 Q3	$52K	Buy	+2,206	New	+$53.8K	0.01%	356
2016 Q4	–	Sell	-363,580	Closed	-$7.56M	–	877
2016 Q3	$7.56M	Buy	363,580 +12,366	+4%	+$307K	1.34%	41
2016 Q2	$9.44M	Buy	351,214 +17,914	+5%	+$491K	1.73%	25
2016 Q1	$9.03M	Buy	333,300 +12,292	+4%	+$329K	1.54%	24
2015 Q4	$9.32M	Buy	321,008 +286,440	+829%	+$7.93M	1.64%	23
2015 Q3	$937K	Buy	34,568 +3,870	+13%	+$110K	0.17%	83
2015 Q2	$840K	Buy	30,698 +2,270	+8%	+$63.8K	0.14%	83
2015 Q1	$759K	Buy	28,428 +9,778	+52%	+$225K	0.13%	86
2014 Q4	$395K	Buy	18,650 +17,520	+1,550%	+$391K	0.09%	97
2014 Q3	$27K	Hold	1,130	–	–	0.01%	344
2014 Q2	$26K	Hold	1,130	–	–	0.01%	363
2014 Q1	$26K	Hold	1,130	–	–	0.01%	379
2013 Q4	$21K	Hold	1,130	–	–	0.01%	387
2013 Q3	$19K	Hold	1,130	–	–	0.01%	360
2013 Q2	$18K	Buy	+1,130	New	+$18.8K	0.01%	359

Other funds holding NVO

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Reilly Financial Advisors's NVO Position: Q3 2019 in Review

Reilly Financial Advisors sold out of Novo Nordisk (NVO) in Q3 2019, closing a stake of 2,206 shares — an estimated $56K sold.

Reilly Financial Advisors first reported a position in NVO in Q2 2013 and held it in 18 quarters. The position peaked at $9.44M in Q2 2016. 564 funds tracked by Wall St. Rank hold NVO as of Q3 2019.

Reilly Financial Advisors reported no remaining Novo Nordisk position as of Q3 2019 after selling out during the quarter.
Reilly Financial Advisors sold 2,206 Novo Nordisk shares in Q3 2019, an estimated $56K.
Reilly Financial Advisors first reported a position in Novo Nordisk in Q2 2013 and held it in 18 quarters.
Reilly Financial Advisors's Novo Nordisk position peaked at $9.44M in Q2 2016.
564 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2019.

Based on Reilly Financial Advisors's 13F filing for Q3 2019, filed 15 Oct 2019.