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Cobiz Wealth’s Novartis NVS Stock Holding History

Cobiz Wealth’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
2013
Q3 		– Sell
-309
Closed -$20K – 282
2013
Q2 		$20K Buy
+309
New +$20.1K 0.01% 231

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Cobiz Wealth's NVS Position: Q3 2013 in Review

Cobiz Wealth sold out of Novartis (NVS) in Q3 2013, closing a stake of 309 shares — an estimated $20K sold.

Cobiz Wealth first reported a position in NVS in Q2 2013 and held it in 1 quarter. The position peaked at $20K in Q2 2013. 761 funds tracked by Wall St. Rank hold NVS as of Q3 2013.

  • Cobiz Wealth reported no remaining Novartis position as of Q3 2013 after selling out during the quarter.
  • Cobiz Wealth sold 309 Novartis shares in Q3 2013, an estimated $20K.
  • Cobiz Wealth first reported a position in Novartis in Q2 2013 and held it in 1 quarter.
  • Cobiz Wealth's Novartis position peaked at $20K in Q2 2013.
  • 761 funds tracked by Wall St. Rank held Novartis as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.