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Banyan Partners’s Novartis NVS Stock Holding History

Banyan Partners’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
Q3 		$951K Sell
11,274
-2,627
-19% -$213K 0.08% 235
2014
Q2 		$1.13M Buy
13,901
+9,340
+205% +$735K 0.1% 225
2014
Q1 		$347K Sell
4,561
-64
-1% -$4.66K 0.03% 330
2013
Q4 		$333K Sell
4,625
-1,049
-18% -$72.9K 0.02% 355
2013
Q3 		$390K Buy
+5,674
New +$375K 0.03% 239

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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Banyan Partners's NVS Position: Q3 2014 in Review

Banyan Partners reduced its Novartis (NVS) stake by 19% in Q3 2014, selling an estimated $213K and leaving 11,274 shares worth $951K. The position accounts for 0.08% of the portfolio, ranked #235.

Banyan Partners first reported a position in NVS in Q3 2013 and has held it in 5 quarters since. The position peaked at $1.13M in Q2 2014. 874 funds tracked by Wall St. Rank hold NVS as of Q3 2014.

  • Banyan Partners held 11,274 shares of Novartis worth $951K as of Q3 2014.
  • Banyan Partners sold 2,627 Novartis shares in Q3 2014, an estimated $213K.
  • Novartis made up 0.08% of Banyan Partners's portfolio in Q3 2014, its #235 holding.
  • Banyan Partners first reported a position in Novartis in Q3 2013 and has held it in 5 quarters since.
  • Banyan Partners's Novartis position peaked at $1.13M in Q2 2014.
  • 874 funds tracked by Wall St. Rank held Novartis as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.