AFT Forsyth & Company’s Novartis NVS Stock Holding History

AFT Forsyth & Company’s Portfolio NVS Stock Details NVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	$2K	Hold	28	–	–	﹤0.01%	307
2013 Q2	$2K	Buy	+28	New	+$1.82K	﹤0.01%	289

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

AFT Forsyth & Company's NVS Position: Q3 2013 in Review

AFT Forsyth & Company held its Novartis (NVS) position steady in Q3 2013 at 28 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

AFT Forsyth & Company first reported a position in NVS in Q2 2013 and has held it in 2 quarters since. 761 funds tracked by Wall St. Rank hold NVS as of Q3 2013.

AFT Forsyth & Company held 28 shares of Novartis worth $2K as of Q3 2013.
AFT Forsyth & Company left its Novartis share count unchanged in Q3 2013.
Novartis made up ﹤0.01% of AFT Forsyth & Company's portfolio in Q3 2013, its #307 holding.
AFT Forsyth & Company first reported a position in Novartis in Q2 2013 and has held it in 2 quarters since.
761 funds tracked by Wall St. Rank held Novartis as of Q3 2013.

Based on AFT Forsyth & Company's 13F filing for Q3 2013, filed 8 Nov 2013.