EFG Asset Management (Americas)’s Novartis NVS Stock Holding History

EFG Asset Management (Americas)’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 Q2	–	Sell	-777	Closed	-$69K	–	134
2015 Q1	$69K	Hold	777	–	–	0.05%	102
2014 Q4	$64K	Buy	+777	New	+$64.4K	0.04%	141

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MAA

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

EFG Asset Management (Americas)'s NVS Position: Q2 2015 in Review

EFG Asset Management (Americas) sold out of Novartis (NVS) in Q2 2015, closing a stake of 777 shares — an estimated $69K sold.

EFG Asset Management (Americas) first reported a position in NVS in Q4 2014 and held it in 2 quarters. The position peaked at $69K in Q1 2015. 945 funds tracked by Wall St. Rank hold NVS as of Q2 2015.

EFG Asset Management (Americas) reported no remaining Novartis position as of Q2 2015 after selling out during the quarter.
EFG Asset Management (Americas) sold 777 Novartis shares in Q2 2015, an estimated $69K.
EFG Asset Management (Americas) first reported a position in Novartis in Q4 2014 and held it in 2 quarters.
EFG Asset Management (Americas)'s Novartis position peaked at $69K in Q1 2015.
945 funds tracked by Wall St. Rank held Novartis as of Q2 2015.

Based on EFG Asset Management (Americas)'s 13F filing for Q2 2015, filed 13 Aug 2015.