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FirstMerit Bank N.A. Trustee’s Novartis NVS Stock Holding History

FirstMerit Bank N.A. Trustee’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
Q4 		– Sell
-2,812
Closed -$232K – 309
2015
Q3 		$232K Buy
2,812
+351
+14% +$31.2K 0.02% 285
2015
Q2 		$216K Buy
2,461
+88
+4% +$8.07K 0.02% 295
2015
Q1 		$210K Buy
+2,373
New +$210K 0.02% 297

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return

FirstMerit Bank N.A. Trustee's NVS Position: Q4 2015 in Review

FirstMerit Bank N.A. Trustee sold out of Novartis (NVS) in Q4 2015, closing a stake of 2,812 shares — an estimated $232K sold.

FirstMerit Bank N.A. Trustee first reported a position in NVS in Q1 2015 and held it in 3 quarters. The position peaked at $232K in Q3 2015. 926 funds tracked by Wall St. Rank hold NVS as of Q4 2015.

  • FirstMerit Bank N.A. Trustee reported no remaining Novartis position as of Q4 2015 after selling out during the quarter.
  • FirstMerit Bank N.A. Trustee sold 2,812 Novartis shares in Q4 2015, an estimated $232K.
  • FirstMerit Bank N.A. Trustee first reported a position in Novartis in Q1 2015 and held it in 3 quarters.
  • FirstMerit Bank N.A. Trustee's Novartis position peaked at $232K in Q3 2015.
  • 926 funds tracked by Wall St. Rank held Novartis as of Q4 2015.

Based on FirstMerit Bank N.A. Trustee's 13F filing for Q4 2015, filed 15 Jan 2016.