Efficient Market Advisors’s Novartis NVS Stock Holding History

Efficient Market Advisors’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 Q1	–	Sell	-18	Closed	-$1K	–	148
2013 Q4	$1K	Buy	+18	New	+$1.25K	﹤0.01%	135

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 Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Efficient Market Advisors's NVS Position: Q1 2014 in Review

Efficient Market Advisors sold out of Novartis (NVS) in Q1 2014, closing a stake of 18 shares — an estimated $1K sold.

Efficient Market Advisors first reported a position in NVS in Q4 2013 and held it in 1 quarter. The position peaked at $1K in Q4 2013. 830 funds tracked by Wall St. Rank hold NVS as of Q1 2014.

Efficient Market Advisors reported no remaining Novartis position as of Q1 2014 after selling out during the quarter.
Efficient Market Advisors sold 18 Novartis shares in Q1 2014, an estimated $1K.
Efficient Market Advisors first reported a position in Novartis in Q4 2013 and held it in 1 quarter.
Efficient Market Advisors's Novartis position peaked at $1K in Q4 2013.
830 funds tracked by Wall St. Rank held Novartis as of Q1 2014.

Based on Efficient Market Advisors's 13F filing for Q1 2014, filed 2 May 2014.