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Crosspoint Capital Strategies’s Novartis NVS Stock Holding History

Crosspoint Capital Strategies’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
Q1 		– Sell
-2,540
Closed -$211K – 586
2015
Q4 		$211K Buy
2,540
+2,341
+1,176% +$186K 0.06% 223
2015
Q3 		$16K Sell
199
-259
-57% -$23.1K 0.02% 366
2015
Q2 		$40K Buy
458
+112
+32% +$10.3K 0.01% 370
2015
Q1 		$31K Buy
+346
New +$30.7K 0.02% 296
2014
Q2 		– Sell
-85
Closed -$6K – 601
2014
Q1 		$6K Hold
85
– – ﹤0.01% 551
2013
Q4 		$6K Buy
+85
New +$5.91K ﹤0.01% 470

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.51% 1-Year Est. Return

Crosspoint Capital Strategies's NVS Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of Novartis (NVS) in Q1 2016, closing a stake of 2,540 shares — an estimated $211K sold.

Crosspoint Capital Strategies first reported a position in NVS in Q4 2013 and held it in 6 quarters. The position peaked at $211K in Q4 2015. 876 funds tracked by Wall St. Rank hold NVS as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining Novartis position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 2,540 Novartis shares in Q1 2016, an estimated $211K.
  • Crosspoint Capital Strategies first reported a position in Novartis in Q4 2013 and held it in 6 quarters.
  • Crosspoint Capital Strategies's Novartis position peaked at $211K in Q4 2015.
  • 876 funds tracked by Wall St. Rank held Novartis as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.