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 $74.3B AUM 24.01% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
State Street
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
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return