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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
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
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.51% 1-Year Est. Return

Edge Wealth Management's NVS Position: Q3 2015 in Review

Edge Wealth Management sold out of Novartis (NVS) in Q3 2015, closing a stake of 2,207 shares — an estimated $195K sold.

Edge Wealth Management first reported a position in NVS in Q2 2013 and held it in 9 quarters. The position peaked at $196K in Q1 2015. 926 funds tracked by Wall St. Rank hold NVS as of Q3 2015.

  • Edge Wealth Management reported no remaining Novartis position as of Q3 2015 after selling out during the quarter.
  • Edge Wealth Management sold 2,207 Novartis shares in Q3 2015, an estimated $195K.
  • Edge Wealth Management first reported a position in Novartis in Q2 2013 and held it in 9 quarters.
  • Edge Wealth Management's Novartis position peaked at $196K in Q1 2015.
  • 926 funds tracked by Wall St. Rank held Novartis as of Q3 2015.

Based on Edge Wealth Management's 13F filing for Q3 2015, filed 7 Oct 2015.