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Columbia Partners Investment Management’s Novartis NVS Stock Holding History

Columbia Partners 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
2018
Q2 		– Sell
-12,488
Closed -$904K – 211
2018
Q1 		$904K Sell
12,488
-1,170
-9% -$89.1K 0.12% 187
2017
Q4 		$1.03M Buy
13,658
+2,125
+18% +$160K 0.14% 162
2017
Q3 		$887K Sell
11,533
-6,013
-34% -$454K 0.12% 168
2017
Q2 		$1.31M Buy
17,546
+583
+3% +$41.3K 0.17% 167
2017
Q1 		$1.13M Buy
16,963
+1,830
+12% +$122K 0.14% 175
2016
Q4 		$987K Sell
15,133
-330
-2% -$21.4K 0.09% 234
2016
Q3 		$1.09M Buy
15,463
+198
+1% +$14.4K 0.09% 232
2016
Q2 		$1.13M Buy
15,265
+402
+3% +$27.8K 0.08% 259
2016
Q1 		$964K Buy
14,863
+866
+6% +$58.9K 0.07% 276
2015
Q4 		$1.08M Sell
13,997
-984
-7% -$78.2K 0.07% 241
2015
Q3 		$1.23M Sell
14,981
-1,299
-8% -$116K 0.09% 226
2015
Q2 		$1.43M Buy
16,280
+968
+6% +$88.8K 0.09% 215
2015
Q1 		$1.35M Sell
15,312
-19,940
-57% -$1.77M 0.07% 217
2014
Q4 		$2.93M Sell
35,252
-12,180
-26% -$1.01M 0.15% 175
2014
Q3 		$4M Buy
47,432
+2,917
+7% +$236K 0.2% 147
2014
Q2 		$3.61M Buy
44,515
+31,545
+243% +$2.48M 0.17% 174
2014
Q1 		$988K Sell
12,970
-8,584
-40% -$625K 0.04% 263
2013
Q4 		$1.55M Sell
21,554
-16,410
-43% -$1.14M 0.07% 213
2013
Q3 		$2.61M Sell
37,964
-10,738
-22% -$710K 0.12% 194
2013
Q2 		$3.08M Buy
+48,702
New +$3.17M 0.15% 184

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Columbia Partners Investment Management's NVS Position: Q2 2018 in Review

Columbia Partners Investment Management sold out of Novartis (NVS) in Q2 2018, closing a stake of 12,488 shares — an estimated $904K sold.

Columbia Partners Investment Management first reported a position in NVS in Q2 2013 and held it in 20 quarters. The position peaked at $4M in Q3 2014. 988 funds tracked by Wall St. Rank hold NVS as of Q2 2018.

  • Columbia Partners Investment Management reported no remaining Novartis position as of Q2 2018 after selling out during the quarter.
  • Columbia Partners Investment Management sold 12,488 Novartis shares in Q2 2018, an estimated $904K.
  • Columbia Partners Investment Management first reported a position in Novartis in Q2 2013 and held it in 20 quarters.
  • Columbia Partners Investment Management's Novartis position peaked at $4M in Q3 2014.
  • 988 funds tracked by Wall St. Rank held Novartis as of Q2 2018.

Based on Columbia Partners Investment Management's 13F filing for Q2 2018, filed 12 Jul 2018.