EisnerAmper Wealth Management Corporate Benefits’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q4
Sell
-14,939
Closed -$1.23M 59
2015
Q3
$1.23M Buy
14,939
+665
+5% +$59.2K 0.87% 25
2015
Q2
$1.26M Sell
14,274
-1,748
-11% -$160K 0.97% 20
2015
Q1
$1.42M Buy
16,022
+1,219
+8% +$108K 1.07% 19
2014
Q4
$1.23M Buy
+14,803
New +$1.23M 0.98% 19

Other funds holding NVS

EisnerAmper Wealth Management Corporate Benefits's NVS Position: Q4 2015 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of Novartis (NVS) in Q4 2015, closing a stake of 14,939 shares — an estimated $1.23M sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in NVS in Q4 2014 and held it in 4 quarters. The position peaked at $1.42M in Q1 2015. 926 funds tracked by Wall St. Rank hold NVS as of Q4 2015.

  • EisnerAmper Wealth Management Corporate Benefits reported no remaining Novartis position as of Q4 2015 after selling out during the quarter.
  • EisnerAmper Wealth Management Corporate Benefits sold 14,939 Novartis shares in Q4 2015, an estimated $1.23M.
  • EisnerAmper Wealth Management Corporate Benefits first reported a position in Novartis in Q4 2014 and held it in 4 quarters.
  • EisnerAmper Wealth Management Corporate Benefits's Novartis position peaked at $1.42M in Q1 2015.
  • 926 funds tracked by Wall St. Rank held Novartis as of Q4 2015.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2015, filed 4 Jan 2016.