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Gary Goldberg Planning Services’s Novartis NVS Stock Holding History

Gary Goldberg Planning Services’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
Q4 		$21K Hold
257
– – 0.01% 294
2014
Q3 		$22K Hold
257
– – 0.01% 305
2014
Q2 		$21K Buy
+257
New +$20.2K 0.01% 294

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $757B AUM 28.64% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Gary Goldberg Planning Services's NVS Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Novartis (NVS) position steady in Q4 2014 at 257 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #294.

Gary Goldberg Planning Services first reported a position in NVS in Q2 2014 and has held it in 3 quarters since. The position peaked at $22K in Q3 2014. 918 funds tracked by Wall St. Rank hold NVS as of Q4 2014.

  • Gary Goldberg Planning Services held 257 shares of Novartis worth $21K as of Q4 2014.
  • Gary Goldberg Planning Services left its Novartis share count unchanged in Q4 2014.
  • Novartis made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #294 holding.
  • Gary Goldberg Planning Services first reported a position in Novartis in Q2 2014 and has held it in 3 quarters since.
  • Gary Goldberg Planning Services's Novartis position peaked at $22K in Q3 2014.
  • 918 funds tracked by Wall St. Rank held Novartis as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.