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Haberer Registered Investment Advisor’s Novartis NVS Stock Holding History

Haberer Registered Investment Advisor’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 		– Sell
-100
Closed -$8K – 357
2014
Q3 		$8K Hold
100
– – ﹤0.01% 290
2014
Q2 		$8K Hold
100
– – ﹤0.01% 293
2014
Q1 		$8K Hold
100
– – ﹤0.01% 288
2013
Q4 		$7K Hold
100
– – ﹤0.01% 296
2013
Q3 		$7K Buy
+100
New +$6.62K ﹤0.01% 322

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

Haberer Registered Investment Advisor's NVS Position: Q4 2014 in Review

Haberer Registered Investment Advisor sold out of Novartis (NVS) in Q4 2014, closing a stake of 100 shares — an estimated $8K sold.

Haberer Registered Investment Advisor first reported a position in NVS in Q3 2013 and held it in 5 quarters. The position peaked at $8K in Q3 2014. 918 funds tracked by Wall St. Rank hold NVS as of Q4 2014.

  • Haberer Registered Investment Advisor reported no remaining Novartis position as of Q4 2014 after selling out during the quarter.
  • Haberer Registered Investment Advisor sold 100 Novartis shares in Q4 2014, an estimated $8K.
  • Haberer Registered Investment Advisor first reported a position in Novartis in Q3 2013 and held it in 5 quarters.
  • Haberer Registered Investment Advisor's Novartis position peaked at $8K in Q3 2014.
  • 918 funds tracked by Wall St. Rank held Novartis as of Q4 2014.

Based on Haberer Registered Investment Advisor's 13F filing for Q4 2014, filed 13 Jan 2015.