TWM
NVO

Torch Wealth Management’s Novo Nordisk NVO Stock Holding History

Torch 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
2016
Q3 		– Sell
-45,200
Closed -$1.22M – 97
2016
Q2 		$1.22M Buy
45,200
+1,200
+3% +$32.9K 0.89% 47
2016
Q1 		$1.19M Buy
44,000
+1,500
+4% +$40.2K 0.9% 43
2015
Q4 		$1.23M Buy
42,500
+8,200
+24% +$227K 0.9% 42
2015
Q3 		$930K Buy
+34,300
New +$971K 0.72% 53

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Torch Wealth Management's NVO Position: Q3 2016 in Review

Torch Wealth Management sold out of Novo Nordisk (NVO) in Q3 2016, closing a stake of 45,200 shares — an estimated $1.22M sold.

Torch Wealth Management first reported a position in NVO in Q3 2015 and held it in 4 quarters. The position peaked at $1.23M in Q4 2015. 513 funds tracked by Wall St. Rank hold NVO as of Q3 2016.

  • Torch Wealth Management reported no remaining Novo Nordisk position as of Q3 2016 after selling out during the quarter.
  • Torch Wealth Management sold 45,200 Novo Nordisk shares in Q3 2016, an estimated $1.22M.
  • Torch Wealth Management first reported a position in Novo Nordisk in Q3 2015 and held it in 4 quarters.
  • Torch Wealth Management's Novo Nordisk position peaked at $1.23M in Q4 2015.
  • 513 funds tracked by Wall St. Rank held Novo Nordisk as of Q3 2016.

Based on Torch Wealth Management's 13F filing for Q3 2016, filed 13 Oct 2016.