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Eads & Heald Wealth Management’s Novartis NVS Stock Holding History

Eads & Heald 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
2014
Q4 		– Sell
-2,459
Closed -$207K – 132
2014
Q3 		$207K Sell
2,459
-11
-0.4% -$890 0.14% 116
2014
Q2 		$200K Buy
+2,470
New +$194K 0.13% 118

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
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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Eads & Heald Wealth Management's NVS Position: Q4 2014 in Review

Eads & Heald Wealth Management sold out of Novartis (NVS) in Q4 2014, closing a stake of 2,459 shares — an estimated $207K sold.

Eads & Heald Wealth Management first reported a position in NVS in Q2 2014 and held it in 2 quarters. The position peaked at $207K in Q3 2014. 919 funds tracked by Wall St. Rank hold NVS as of Q4 2014.

  • Eads & Heald Wealth Management reported no remaining Novartis position as of Q4 2014 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 2,459 Novartis shares in Q4 2014, an estimated $207K.
  • Eads & Heald Wealth Management first reported a position in Novartis in Q2 2014 and held it in 2 quarters.
  • Eads & Heald Wealth Management's Novartis position peaked at $207K in Q3 2014.
  • 919 funds tracked by Wall St. Rank held Novartis as of Q4 2014.

Based on Eads & Heald Wealth Management's 13F filing for Q4 2014, filed 29 Jan 2015.