Gupta Wealth Management’s Novartis NVS Stock Holding History

Gupta Wealth 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
2016 Q1	$2.5M	Buy	38,558 +7,229	+23%	+$492K	0.59%	36
2015 Q4	$2.42M	Sell	31,329 -2,469	-7%	-$196K	0.61%	35
2015 Q3	$2.78M	Buy	33,798 +1,600	+5%	+$142K	0.68%	34
2015 Q2	$2.84M	Buy	32,198 +2,137	+7%	+$196K	0.7%	38
2015 Q1	$2.66M	Buy	+30,061	New	+$2.67M	0.78%	33

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

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

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

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

Gupta Wealth Management's NVS Position: Q1 2016 in Review

Gupta Wealth Management increased its Novartis (NVS) stake by 23% in Q1 2016, buying an estimated $492K and bringing the position to 38,558 shares worth $2.5M. The position accounts for 0.59% of the portfolio, ranked #36.

Gupta Wealth Management first reported a position in NVS in Q1 2015 and has held it in 5 quarters since. The position peaked at $2.84M in Q2 2015. 876 funds tracked by Wall St. Rank hold NVS as of Q1 2016.

Gupta Wealth Management held 38,558 shares of Novartis worth $2.5M as of Q1 2016.
Gupta Wealth Management bought 7,229 Novartis shares in Q1 2016, an estimated $492K.
Novartis made up 0.59% of Gupta Wealth Management's portfolio in Q1 2016, its #36 holding.
Gupta Wealth Management first reported a position in Novartis in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Novartis position peaked at $2.84M in Q2 2015.
876 funds tracked by Wall St. Rank held Novartis as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.