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Azimuth Capital Management’s Novartis NVS Stock Holding History

Azimuth Capital Management’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
2014
Q1 		– Sell
-3,785
Closed -$273K – 274
2013
Q4 		$273K Hold
3,785
– – 0.03% 239
2013
Q3 		$260K Sell
3,785
-893
-19% -$59.1K 0.04% 231
2013
Q2 		$296K Buy
+4,678
New +$304K 0.05% 202

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BBHC
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Wells Fargo
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Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Azimuth Capital Management's NVS Position: Q1 2014 in Review

Azimuth Capital Management sold out of Novartis (NVS) in Q1 2014, closing a stake of 3,785 shares — an estimated $273K sold.

Azimuth Capital Management first reported a position in NVS in Q2 2013 and held it in 3 quarters. The position peaked at $296K in Q2 2013. 831 funds tracked by Wall St. Rank hold NVS as of Q1 2014.

  • Azimuth Capital Management reported no remaining Novartis position as of Q1 2014 after selling out during the quarter.
  • Azimuth Capital Management sold 3,785 Novartis shares in Q1 2014, an estimated $273K.
  • Azimuth Capital Management first reported a position in Novartis in Q2 2013 and held it in 3 quarters.
  • Azimuth Capital Management's Novartis position peaked at $296K in Q2 2013.
  • 831 funds tracked by Wall St. Rank held Novartis as of Q1 2014.

Based on Azimuth Capital Management's 13F filing for Q1 2014, filed 12 May 2014.