Ancora Family Wealth Advisors’s Novartis NVS Stock Holding History

Ancora Family Wealth Advisors’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
2016 Q3	$262K	Buy	+3,707	New	+$270K	0.09%	184
2016 Q1	–	Sell	-3,079	Closed	-$237K	–	186
2015 Q4	$237K	Buy	3,079 +3	+0.1%	+$238	0.1%	162
2015 Q3	$253K	Buy	+3,076	New	+$274K	0.11%	162

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Ancora Family Wealth Advisors's NVS Position: Q3 2016 in Review

Ancora Family Wealth Advisors opened a new position in Novartis (NVS) in Q3 2016: 3,707 shares worth $262K. The stake represents 0.09% of the portfolio and ranks #184 among its holdings. This is a return to the name: Ancora Family Wealth Advisors previously reported a position in NVS as recently as Q4 2015.

Ancora Family Wealth Advisors first reported a position in NVS in Q3 2015 and has held it in 3 quarters since. 877 funds tracked by Wall St. Rank hold NVS as of Q3 2016.

Ancora Family Wealth Advisors held 3,707 shares of Novartis worth $262K as of Q3 2016.
Novartis was a new Ancora Family Wealth Advisors position in Q3 2016.
Novartis made up 0.09% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #184 holding.
Ancora Family Wealth Advisors first reported a position in Novartis in Q3 2015 and has held it in 3 quarters since.
877 funds tracked by Wall St. Rank held Novartis as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.