WA
NVO

WFG Advisors’s Novo Nordisk NVO Stock Holding History

WFG 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
2017
Q2 		$0 Sell
4
-754
-99% -$15.2K ﹤0.01% 1629
2017
Q1 		$13K Sell
758
-600
-44% -$10.4K ﹤0.01% 1006
2016
Q4 		$24K Sell
1,358
-32
-2% -$580 0.01% 894
2016
Q3 		$29K Sell
1,390
-1,996
-59% -$49.5K 0.01% 847
2016
Q2 		$91K Hold
3,386
– – 0.02% 525
2016
Q1 		$92K Buy
3,386
+14
+0.4% +$375 0.03% 491
2015
Q4 		$98K Buy
3,372
+740
+28% +$20.5K 0.03% 473
2015
Q3 		$71K Hold
2,632
– – 0.02% 543
2015
Q2 		$72K Sell
2,632
-16,408
-86% -$461K 0.02% 624
2015
Q1 		$508K Sell
19,040
-3,406
-15% -$78.4K 0.14% 169
2014
Q4 		$475K Sell
22,446
-4,650
-17% -$104K 0.1% 231
2014
Q3 		$645K Buy
27,096
+196
+0.7% +$4.51K 0.12% 202
2014
Q2 		$621K Sell
26,900
-260
-1% -$5.74K 0.12% 207
2014
Q1 		$620K Sell
27,160
-7,670
-22% -$163K 0.12% 198
2013
Q4 		$644K Buy
34,830
+840
+2% +$14.6K 0.09% 251
2013
Q3 		$575K Buy
33,990
+230
+0.7% +$3.87K 0.09% 256
2013
Q2 		$523K Buy
+33,760
New +$562K 0.09% 252

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

WFG Advisors's NVO Position: Q2 2017 in Review

WFG Advisors reduced its Novo Nordisk (NVO) stake by 99% in Q2 2017, selling an estimated $15.2K and leaving 4 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1629.

WFG Advisors first reported a position in NVO in Q2 2013 and has held it in 17 quarters since. The position peaked at $645K in Q3 2014. 484 funds tracked by Wall St. Rank hold NVO as of Q2 2017.

  • WFG Advisors held 4 shares of Novo Nordisk worth $0 as of Q2 2017.
  • WFG Advisors sold 754 Novo Nordisk shares in Q2 2017, an estimated $15.2K.
  • Novo Nordisk made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1629 holding.
  • WFG Advisors first reported a position in Novo Nordisk in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Novo Nordisk position peaked at $645K in Q3 2014.
  • 484 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.