UFA
NVO

US Financial Advisors’s Novo Nordisk NVO Stock Holding History

US 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
2016
Q2 		– Sell
-110
Closed -$3K – 283
2016
Q1 		$3K Hold
110
– – 0.01% 290
2015
Q4 		$3K Sell
110
-130
-54% -$3.6K ﹤0.01% 430
2015
Q3 		$7K Buy
240
+130
+118% +$3.68K 0.01% 282
2015
Q2 		$3K Buy
+110
New +$3.09K ﹤0.01% 331

Other funds holding NVO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

US Financial Advisors's NVO Position: Q2 2016 in Review

US Financial Advisors sold out of Novo Nordisk (NVO) in Q2 2016, closing a stake of 110 shares — an estimated $3K sold.

US Financial Advisors first reported a position in NVO in Q2 2015 and held it in 4 quarters. The position peaked at $7K in Q3 2015. 530 funds tracked by Wall St. Rank hold NVO as of Q2 2016.

  • US Financial Advisors reported no remaining Novo Nordisk position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 110 Novo Nordisk shares in Q2 2016, an estimated $3K.
  • US Financial Advisors first reported a position in Novo Nordisk in Q2 2015 and held it in 4 quarters.
  • US Financial Advisors's Novo Nordisk position peaked at $7K in Q3 2015.
  • 530 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.