Elite Wealth Management’s Novartis NVS Stock Holding History

Elite 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
2014 Q4	–	Sell	-1,004	Closed	-$85K	–	334
2014 Q3	$85K	Sell	1,004 -558	-36%	-$45.1K	0.08%	97
2014 Q2	$127K	Hold	1,562	–	–	0.13%	70
2014 Q1	$119K	Sell	1,562 -92	-6%	-$6.7K	0.1%	78
2013 Q4	$119K	Sell	1,654 -455	-22%	-$31.6K	0.09%	96
2013 Q3	$145K	Buy	2,109 +558	+36%	+$36.9K	0.13%	90
2013 Q2	$98K	Buy	+1,551	New	+$101K	0.14%	73

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

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

MAA

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Elite Wealth Management's NVS Position: Q4 2014 in Review

Elite Wealth Management sold out of Novartis (NVS) in Q4 2014, closing a stake of 1,004 shares — an estimated $85K sold.

Elite Wealth Management first reported a position in NVS in Q2 2013 and held it in 6 quarters. The position peaked at $145K in Q3 2013. 919 funds tracked by Wall St. Rank hold NVS as of Q4 2014.

Elite Wealth Management reported no remaining Novartis position as of Q4 2014 after selling out during the quarter.
Elite Wealth Management sold 1,004 Novartis shares in Q4 2014, an estimated $85K.
Elite Wealth Management first reported a position in Novartis in Q2 2013 and held it in 6 quarters.
Elite Wealth Management's Novartis position peaked at $145K in Q3 2013.
919 funds tracked by Wall St. Rank held Novartis as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.