Columbia Capital’s Novartis NVS Stock Holding History

Columbia Capital’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 Q4	$790K	Buy	9,525 +2,241	+31%	+$186K	0.86%	41
2014 Q3	$614K	Buy	+7,284	New	+$589K	0.82%	34

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Columbia Capital's NVS Position: Q4 2014 in Review

Columbia Capital increased its Novartis (NVS) stake by 31% in Q4 2014, buying an estimated $186K and bringing the position to 9,525 shares worth $790K. The position accounts for 0.86% of the portfolio, ranked #41.

Columbia Capital first reported a position in NVS in Q3 2014 and has held it in 2 quarters since. 919 funds tracked by Wall St. Rank hold NVS as of Q4 2014.

Columbia Capital held 9,525 shares of Novartis worth $790K as of Q4 2014.
Columbia Capital bought 2,241 Novartis shares in Q4 2014, an estimated $186K.
Novartis made up 0.86% of Columbia Capital's portfolio in Q4 2014, its #41 holding.
Columbia Capital first reported a position in Novartis in Q3 2014 and has held it in 2 quarters since.
919 funds tracked by Wall St. Rank held Novartis as of Q4 2014.

Based on Columbia Capital's 13F filing for Q4 2014, filed 11 Feb 2015.