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Forester Capital Management’s Novartis NVS Stock Holding History

Forester Capital 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
Q1 		– Sell
-4,224
Closed -$304K – 57
2013
Q4 		$304K Sell
4,224
-993
-19% -$69K 0.24% 33
2013
Q3 		$359K Sell
5,217
-782
-13% -$51.7K 0.29% 33
2013
Q2 		$380K Buy
+5,999
New +$390K 0.3% 34

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Primecap Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Forester Capital Management's NVS Position: Q1 2014 in Review

Forester Capital Management sold out of Novartis (NVS) in Q1 2014, closing a stake of 4,224 shares — an estimated $304K sold.

Forester Capital Management first reported a position in NVS in Q2 2013 and held it in 3 quarters. The position peaked at $380K in Q2 2013. 831 funds tracked by Wall St. Rank hold NVS as of Q1 2014.

  • Forester Capital Management reported no remaining Novartis position as of Q1 2014 after selling out during the quarter.
  • Forester Capital Management sold 4,224 Novartis shares in Q1 2014, an estimated $304K.
  • Forester Capital Management first reported a position in Novartis in Q2 2013 and held it in 3 quarters.
  • Forester Capital Management's Novartis position peaked at $380K in Q2 2013.
  • 831 funds tracked by Wall St. Rank held Novartis as of Q1 2014.

Based on Forester Capital Management's 13F filing for Q1 2014, filed 14 May 2014.