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Calvert Investment Management’s Novartis NVS Stock Holding History

Calvert Investment 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
2017
Q1 		– Sell
-17,431
Closed -$1.14M – 417
2016
Q4 		$1.14M Sell
17,431
-4,886
-22% -$317K 0.04% 363
2016
Q3 		$1.58M Sell
22,317
-12,529
-36% -$913K 0.06% 320
2016
Q2 		$2.58M Sell
34,846
-80,782
-70% -$5.58M 0.1% 218
2016
Q1 		$7.5M Sell
115,628
-38,738
-25% -$2.64M 0.33% 78
2015
Q4 		$11.9M Buy
154,366
+37,882
+33% +$3.01M 0.54% 46
2015
Q3 		$9.59M Sell
116,484
-4,721
-4% -$420K 0.48% 51
2015
Q2 		$10.7M Buy
121,205
+69,307
+134% +$6.36M 0.47% 59
2015
Q1 		$4.59M Buy
51,898
+5,356
+12% +$475K 0.3% 99
2014
Q4 		$3.86M Buy
46,542
+1,207
+3% +$100K 0.26% 104
2014
Q3 		$3.82M Sell
45,335
-6,440
-12% -$521K 0.28% 104
2014
Q2 		$4.2M Buy
51,775
+1,536
+3% +$121K 0.28% 100
2014
Q1 		$3.83M Buy
50,239
+14,646
+41% +$1.07M 0.27% 100
2013
Q4 		$2.56M Buy
35,593
+22,698
+176% +$1.58M 0.19% 110
2013
Q3 		$886K Hold
12,895
– – 0.11% 163
2013
Q2 		$817K Buy
+12,895
New +$839K 0.11% 159

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
Franklin Resources
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Calvert Investment Management's NVS Position: Q1 2017 in Review

Calvert Investment Management sold out of Novartis (NVS) in Q1 2017, closing a stake of 17,431 shares — an estimated $1.14M sold.

Calvert Investment Management first reported a position in NVS in Q2 2013 and held it in 15 quarters. The position peaked at $11.9M in Q4 2015. 909 funds tracked by Wall St. Rank hold NVS as of Q1 2017.

  • Calvert Investment Management reported no remaining Novartis position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 17,431 Novartis shares in Q1 2017, an estimated $1.14M.
  • Calvert Investment Management first reported a position in Novartis in Q2 2013 and held it in 15 quarters.
  • Calvert Investment Management's Novartis position peaked at $11.9M in Q4 2015.
  • 909 funds tracked by Wall St. Rank held Novartis as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.