WealthTrust-Arizona’s Novo Nordisk NVO Stock Holding History

WealthTrust-Arizona’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
2017 Q1	–	Sell	-1,000	Closed	-$18K	–	632
2016 Q4	$18K	Sell	1,000 -800	-44%	-$14.5K	0.01%	272
2016 Q3	$37K	Sell	1,800 -1,000	-36%	-$24.8K	0.02%	176
2016 Q2	$75K	Hold	2,800	–	–	0.05%	111
2016 Q1	$76K	Sell	2,800 -902	-24%	-$24.2K	0.05%	108
2015 Q4	$108K	Sell	3,702 -402	-10%	-$11.1K	0.07%	89
2015 Q3	$111K	Buy	4,104 +2	+0%	+$57	0.07%	83
2015 Q2	$112K	Buy	4,102 +12	+0.3%	+$337	0.07%	87
2015 Q1	$109K	Hold	4,090	–	–	0.07%	87
2014 Q4	$87K	Buy	4,090 +1,200	+42%	+$26.8K	0.07%	109
2014 Q3	$69K	Buy	2,890 +296	+11%	+$6.81K	0.08%	126
2014 Q2	$60K	Buy	2,594 +962	+59%	+$21.2K	0.06%	144
2014 Q1	$37K	Buy	1,632 +352	+28%	+$7.5K	0.04%	198
2013 Q4	$24K	Sell	1,280 -10	-0.8%	-$174	0.03%	241
2013 Q3	$22K	Sell	1,290 -500	-28%	-$8.41K	0.03%	232
2013 Q2	$28K	Buy	+1,790	New	+$29.8K	0.04%	187

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Bank of America

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Fisher Asset Management

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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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fayez Sarofim & Co

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

State Farm Mutual Automobile Insurance

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

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return