WI
NVO

WBI Investments’s Novo Nordisk NVO Stock Holding History

WBI Investments’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
Q1 		– Sell
-950,284
Closed -$27.6M – 199
2015
Q4 		$27.6M Buy
+950,284
New +$26.3M 0.79% 31
2014
Q1 		– Sell
-433,350
Closed -$8.01M – 127
2013
Q4 		$8.01M Buy
433,350
+75,330
+21% +$1.31M 0.35% 71
2013
Q3 		$6.06M Buy
+358,020
New +$6.02M 0.29% 88

Other funds holding NVO

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

WBI Investments's NVO Position: Q1 2016 in Review

WBI Investments sold out of Novo Nordisk (NVO) in Q1 2016, closing a stake of 950,284 shares — an estimated $27.6M sold.

WBI Investments first reported a position in NVO in Q3 2013 and held it in 3 quarters. The position peaked at $27.6M in Q4 2015. 535 funds tracked by Wall St. Rank hold NVO as of Q1 2016.

  • WBI Investments reported no remaining Novo Nordisk position as of Q1 2016 after selling out during the quarter.
  • WBI Investments sold 950,284 Novo Nordisk shares in Q1 2016, an estimated $27.6M.
  • WBI Investments first reported a position in Novo Nordisk in Q3 2013 and held it in 3 quarters.
  • WBI Investments's Novo Nordisk position peaked at $27.6M in Q4 2015.
  • 535 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2016.

Based on WBI Investments's 13F filing for Q1 2016, filed 11 May 2016.