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Aris Wealth Services’s Novartis NVS Stock Holding History

Aris Wealth Services’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
2015
Q3 		$39K Sell
475
-852
-64% -$75.8K 0.08% 103
2015
Q2 		$117K Buy
1,327
+202
+18% +$18.5K 0.11% 136
2015
Q1 		$99K Buy
+1,125
New +$99.8K 0.09% 140

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return

Aris Wealth Services's NVS Position: Q3 2015 in Review

Aris Wealth Services reduced its Novartis (NVS) stake by 64% in Q3 2015, selling an estimated $75.8K and leaving 475 shares worth $39K. The position accounts for 0.08% of the portfolio, ranked #103.

Aris Wealth Services first reported a position in NVS in Q1 2015 and has held it in 3 quarters since. The position peaked at $117K in Q2 2015. 925 funds tracked by Wall St. Rank hold NVS as of Q3 2015.

  • Aris Wealth Services held 475 shares of Novartis worth $39K as of Q3 2015.
  • Aris Wealth Services sold 852 Novartis shares in Q3 2015, an estimated $75.8K.
  • Novartis made up 0.08% of Aris Wealth Services's portfolio in Q3 2015, its #103 holding.
  • Aris Wealth Services first reported a position in Novartis in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Novartis position peaked at $117K in Q2 2015.
  • 925 funds tracked by Wall St. Rank held Novartis as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.