FCM Investments’s Novartis NVS Stock Holding History

FCM Investments’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
2016 Q1	–	Sell	-446	Closed	-$34K	–	92
2015 Q4	$34K	Hold	446	–	–	0.02%	87
2015 Q3	$37K	Hold	446	–	–	0.02%	83
2015 Q2	$39K	Hold	446	–	–	0.02%	84
2015 Q1	$39K	Hold	446	–	–	0.02%	83
2014 Q4	$37K	Sell	446 -112	-20%	-$9.28K	0.02%	84
2014 Q3	$47K	Sell	558 -251	-31%	-$20.3K	0.02%	81
2014 Q2	$66K	Hold	809	–	–	0.03%	79
2014 Q1	$62K	Sell	809 -335	-29%	-$24.4K	0.03%	80
2013 Q4	$82K	Hold	1,144	–	–	0.03%	87
2013 Q3	$79K	Hold	1,144	–	–	0.03%	85
2013 Q2	$72K	Buy	+1,144	New	+$74.4K	0.03%	90

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

Franklin Resources San Mateo, California $462B AUM 39.16% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Institutional Capital Chicago, Illinois $6.75B AUM 3.51% 1-Year Est. Return

FCM Investments's NVS Position: Q1 2016 in Review

FCM Investments sold out of Novartis (NVS) in Q1 2016, closing a stake of 446 shares — an estimated $34K sold.

FCM Investments first reported a position in NVS in Q2 2013 and held it in 11 quarters. The position peaked at $82K in Q4 2013. 876 funds tracked by Wall St. Rank hold NVS as of Q1 2016.

FCM Investments reported no remaining Novartis position as of Q1 2016 after selling out during the quarter.
FCM Investments sold 446 Novartis shares in Q1 2016, an estimated $34K.
FCM Investments first reported a position in Novartis in Q2 2013 and held it in 11 quarters.
FCM Investments's Novartis position peaked at $82K in Q4 2013.
876 funds tracked by Wall St. Rank held Novartis as of Q1 2016.

Based on FCM Investments's 13F filing for Q1 2016, filed 25 Apr 2016.