EDMP Inc’s Novartis NVS Stock Holding History

EDMP Inc’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	-2,617	Closed	-$221K	–	61
2014 Q3	$221K	Buy	2,617 +28	+1%	+$2.27K	0.21%	51
2014 Q2	$210K	Buy	+2,589	New	+$204K	0.2%	54

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

EDMP Inc's NVS Position: Q4 2014 in Review

EDMP Inc sold out of Novartis (NVS) in Q4 2014, closing a stake of 2,617 shares — an estimated $221K sold.

EDMP Inc first reported a position in NVS in Q2 2014 and held it in 2 quarters. The position peaked at $221K in Q3 2014. 918 funds tracked by Wall St. Rank hold NVS as of Q4 2014.

EDMP Inc reported no remaining Novartis position as of Q4 2014 after selling out during the quarter.
EDMP Inc sold 2,617 Novartis shares in Q4 2014, an estimated $221K.
EDMP Inc first reported a position in Novartis in Q2 2014 and held it in 2 quarters.
EDMP Inc's Novartis position peaked at $221K in Q3 2014.
918 funds tracked by Wall St. Rank held Novartis as of Q4 2014.

Based on EDMP Inc's 13F filing for Q4 2014, filed 16 Jan 2015.