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Foresters Investment Management’s Novartis NVS Stock Holding History

Foresters Investment 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
Q2 		– Sell
-18,414
Closed -$1.4M – 283
2014
Q1 		$1.4M Sell
18,414
-16,740
-48% -$1.22M 0.03% 264
2013
Q4 		$2.53M Sell
35,154
-11,160
-24% -$776K 0.05% 244
2013
Q3 		$3.18M Hold
46,314
– – 0.08% 227
2013
Q2 		$2.93M Buy
+46,314
New +$3.01M 0.09% 185

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
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
Northern Trust
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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Foresters Investment Management's NVS Position: Q2 2014 in Review

Foresters Investment Management sold out of Novartis (NVS) in Q2 2014, closing a stake of 18,414 shares — an estimated $1.4M sold.

Foresters Investment Management first reported a position in NVS in Q2 2013 and held it in 4 quarters. The position peaked at $3.18M in Q3 2013. 848 funds tracked by Wall St. Rank hold NVS as of Q2 2014.

  • Foresters Investment Management reported no remaining Novartis position as of Q2 2014 after selling out during the quarter.
  • Foresters Investment Management sold 18,414 Novartis shares in Q2 2014, an estimated $1.4M.
  • Foresters Investment Management first reported a position in Novartis in Q2 2013 and held it in 4 quarters.
  • Foresters Investment Management's Novartis position peaked at $3.18M in Q3 2013.
  • 848 funds tracked by Wall St. Rank held Novartis as of Q2 2014.

Based on Foresters Investment Management's 13F filing for Q2 2014, filed 14 Aug 2014.