Francis L. Coolidge’s Novartis NVS Stock Holding History

Francis L. Coolidge’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 Q2	$547K	Buy	+8,608	New	+$560K	0.67%	43

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MAA

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

Francis L. Coolidge's NVS Position: Q2 2013 in Review

Francis L. Coolidge opened a new position in Novartis (NVS) in Q2 2013: 8,608 shares worth $547K. The stake represents 0.67% of the portfolio and ranks #43 among its holdings.

763 funds tracked by Wall St. Rank hold NVS as of Q2 2013.

Francis L. Coolidge held 8,608 shares of Novartis worth $547K as of Q2 2013.
Novartis was a new Francis L. Coolidge position in Q2 2013.
Novartis made up 0.67% of Francis L. Coolidge's portfolio in Q2 2013, its #43 holding.
763 funds tracked by Wall St. Rank held Novartis as of Q2 2013.

Based on Francis L. Coolidge's 13F filing for Q2 2013, filed 7 Aug 2013.