Godshalk Welsh Capital Management’s Novartis NVS Stock Holding History

Godshalk Welsh Capital 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
2015 Q4	–	Sell	-2,065	Closed	-$170K	–	139
2015 Q3	$170K	Buy	+2,065	New	+$184K	0.19%	137
2015 Q1	–	Sell	-2,065	Closed	-$171K	–	206
2014 Q4	$171K	Buy	+2,065	New	+$171K	0.16%	148

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

Franklin Resources San Mateo, California $462B AUM 39.16% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Institutional Capital Chicago, Illinois $6.75B AUM 3.51% 1-Year Est. Return

Godshalk Welsh Capital Management's NVS Position: Q4 2015 in Review

Godshalk Welsh Capital Management sold out of Novartis (NVS) in Q4 2015, closing a stake of 2,065 shares — an estimated $170K sold.

Godshalk Welsh Capital Management first reported a position in NVS in Q4 2014 and held it in 2 quarters. The position peaked at $171K in Q4 2014. 927 funds tracked by Wall St. Rank hold NVS as of Q4 2015.

Godshalk Welsh Capital Management reported no remaining Novartis position as of Q4 2015 after selling out during the quarter.
Godshalk Welsh Capital Management sold 2,065 Novartis shares in Q4 2015, an estimated $170K.
Godshalk Welsh Capital Management first reported a position in Novartis in Q4 2014 and held it in 2 quarters.
Godshalk Welsh Capital Management's Novartis position peaked at $171K in Q4 2014.
927 funds tracked by Wall St. Rank held Novartis as of Q4 2015.

Based on Godshalk Welsh Capital Management's 13F filing for Q4 2015, filed 16 Feb 2016.