Fiera Capital’s Novartis NVS Stock Holding History

Fiera Capital’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
2013 Q3	$33.9M	Buy	492,885 +163,360	+50%	+$10.8M	2.22%	19
2013 Q2	$20.9M	Buy	+329,525	New	+$21.4M	1.49%	29

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Fiera Capital's NVS Position: Q3 2013 in Review

Fiera Capital increased its Novartis (NVS) stake by 50% in Q3 2013, buying an estimated $10.8M and bringing the position to 492,885 shares worth $33.9M. The position accounts for 2.22% of the portfolio, ranked #19.

Fiera Capital first reported a position in NVS in Q2 2013 and has held it in 2 quarters since. 761 funds tracked by Wall St. Rank hold NVS as of Q3 2013.

Fiera Capital held 492,885 shares of Novartis worth $33.9M as of Q3 2013.
Fiera Capital bought 163,360 Novartis shares in Q3 2013, an estimated $10.8M.
Novartis made up 2.22% of Fiera Capital's portfolio in Q3 2013, its #19 holding.
Fiera Capital first reported a position in Novartis in Q2 2013 and has held it in 2 quarters since.
761 funds tracked by Wall St. Rank held Novartis as of Q3 2013.

Based on Fiera Capital's 13F filing for Q3 2013, filed 14 Nov 2013.