Edge Wealth Management’s Novartis NVS Stock Holding History

Edge 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
2015 Q3	–	Sell	-2,207	Closed	-$195K	–	480
2015 Q2	$195K	Hold	2,207	–	–	0.07%	111
2015 Q1	$196K	Hold	2,207	–	–	0.07%	101
2014 Q4	$184K	Hold	2,207	–	–	0.07%	111
2014 Q3	$186K	Hold	2,207	–	–	0.07%	99
2014 Q2	$179K	Buy	2,207 +150	+7%	+$11.8K	0.07%	103
2014 Q1	$157K	Hold	2,057	–	–	0.07%	103
2013 Q4	$148K	Hold	2,057	–	–	0.07%	100
2013 Q3	$141K	Hold	2,057	–	–	0.09%	83
2013 Q2	$130K	Buy	+2,057	New	+$134K	0.09%	77

Other funds holding NVS

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

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return