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GlobalBridge’s Novartis NVS Stock Holding History

GlobalBridge’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 		$514K Buy
6,741
+212
+3% +$15.4K 0.24% 165
2013
Q4 		$470K Sell
6,529
-699
-10% -$48.6K 0.23% 161
2013
Q3 		$497K Buy
7,228
+234
+3% +$15.5K 0.27% 150
2013
Q2 		$443K Buy
+6,994
New +$455K 0.24% 159

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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

GlobalBridge's NVS Position: Q1 2014 in Review

GlobalBridge increased its Novartis (NVS) stake by 3.2% in Q1 2014, buying an estimated $15.4K and bringing the position to 6,741 shares worth $514K. The position accounts for 0.24% of the portfolio, ranked #165.

GlobalBridge first reported a position in NVS in Q2 2013 and has held it in 4 quarters since. 831 funds tracked by Wall St. Rank hold NVS as of Q1 2014.

  • GlobalBridge held 6,741 shares of Novartis worth $514K as of Q1 2014.
  • GlobalBridge bought 212 Novartis shares in Q1 2014, an estimated $15.4K.
  • Novartis made up 0.24% of GlobalBridge's portfolio in Q1 2014, its #165 holding.
  • GlobalBridge first reported a position in Novartis in Q2 2013 and has held it in 4 quarters since.
  • 831 funds tracked by Wall St. Rank held Novartis as of Q1 2014.

Based on GlobalBridge's 13F filing for Q1 2014, filed 8 Apr 2014.