GAM Holding’s Novartis NVS Stock Holding History

GAM Holding’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
2017 Q3	–	Sell	-16,306	Closed	-$1.22M	–	815
2017 Q2	$1.22M	Buy	16,306 +4,034	+33%	+$286K	0.02%	594
2017 Q1	$817K	Buy	12,272 +4,588	+60%	+$306K	0.01%	696
2016 Q4	$502K	Buy	+7,684	New	+$498K	0.01%	751

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GAM Holding's NVS Position: Q3 2017 in Review

GAM Holding sold out of Novartis (NVS) in Q3 2017, closing a stake of 16,306 shares — an estimated $1.22M sold.

GAM Holding first reported a position in NVS in Q4 2016 and held it in 3 quarters. The position peaked at $1.22M in Q2 2017. 937 funds tracked by Wall St. Rank hold NVS as of Q3 2017.

GAM Holding reported no remaining Novartis position as of Q3 2017 after selling out during the quarter.
GAM Holding sold 16,306 Novartis shares in Q3 2017, an estimated $1.22M.
GAM Holding first reported a position in Novartis in Q4 2016 and held it in 3 quarters.
GAM Holding's Novartis position peaked at $1.22M in Q2 2017.
937 funds tracked by Wall St. Rank held Novartis as of Q3 2017.

Based on GAM Holding's 13F filing for Q3 2017, filed 14 Nov 2017.