FMA Advisory’s Novartis NVS Stock Holding History

FMA Advisory’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 Q2	$17K	Buy	+187	New	+$17.2K	0.01%	256

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

MAA

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

FMA Advisory's NVS Position: Q2 2015 in Review

FMA Advisory opened a new position in Novartis (NVS) in Q2 2015: 187 shares worth $17K. The stake represents 0.01% of the portfolio and ranks #256 among its holdings.

945 funds tracked by Wall St. Rank hold NVS as of Q2 2015.

FMA Advisory held 187 shares of Novartis worth $17K as of Q2 2015.
Novartis was a new FMA Advisory position in Q2 2015.
Novartis made up 0.01% of FMA Advisory's portfolio in Q2 2015, its #256 holding.
945 funds tracked by Wall St. Rank held Novartis as of Q2 2015.

Based on FMA Advisory's 13F filing for Q2 2015, filed 17 Dec 2019.