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Catamount Wealth Management’s Novartis NVS Stock Holding History

Catamount Wealth 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
2016
Q3 		– Sell
-108
Closed -$8K – 168
2016
Q2 		$8K Hold
108
– – 0.01% 101
2016
Q1 		$7K Sell
108
-379
-78% -$25.8K 0.01% 103
2015
Q4 		$38K Hold
487
– – 0.03% 56
2015
Q3 		$40K Buy
+487
New +$43.3K 0.04% 52

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

Catamount Wealth Management's NVS Position: Q3 2016 in Review

Catamount Wealth Management sold out of Novartis (NVS) in Q3 2016, closing a stake of 108 shares — an estimated $8K sold.

Catamount Wealth Management first reported a position in NVS in Q3 2015 and held it in 4 quarters. The position peaked at $40K in Q3 2015. 877 funds tracked by Wall St. Rank hold NVS as of Q3 2016.

  • Catamount Wealth Management reported no remaining Novartis position as of Q3 2016 after selling out during the quarter.
  • Catamount Wealth Management sold 108 Novartis shares in Q3 2016, an estimated $8K.
  • Catamount Wealth Management first reported a position in Novartis in Q3 2015 and held it in 4 quarters.
  • Catamount Wealth Management's Novartis position peaked at $40K in Q3 2015.
  • 877 funds tracked by Wall St. Rank held Novartis as of Q3 2016.

Based on Catamount Wealth Management's 13F filing for Q3 2016, filed 2 Nov 2016.