Howard Capital Management (New York)’s Novartis NVS Stock Holding History

Howard Capital Management (New York)’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	–	Sell	-5,019	Closed	-$361K	–	103
2013 Q4	$361K	Hold	5,019	–	–	0.07%	81
2013 Q3	$345K	Sell	5,019 -111	-2%	-$7.34K	0.08%	68
2013 Q2	$325K	Buy	+5,130	New	+$334K	0.09%	74

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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 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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Howard Capital Management (New York)'s NVS Position: Q1 2014 in Review

Howard Capital Management (New York) sold out of Novartis (NVS) in Q1 2014, closing a stake of 5,019 shares — an estimated $361K sold.

Howard Capital Management (New York) first reported a position in NVS in Q2 2013 and held it in 3 quarters. The position peaked at $361K in Q4 2013. 831 funds tracked by Wall St. Rank hold NVS as of Q1 2014.

Howard Capital Management (New York) reported no remaining Novartis position as of Q1 2014 after selling out during the quarter.
Howard Capital Management (New York) sold 5,019 Novartis shares in Q1 2014, an estimated $361K.
Howard Capital Management (New York) first reported a position in Novartis in Q2 2013 and held it in 3 quarters.
Howard Capital Management (New York)'s Novartis position peaked at $361K in Q4 2013.
831 funds tracked by Wall St. Rank held Novartis as of Q1 2014.

Based on Howard Capital Management (New York)'s 13F filing for Q1 2014, filed 16 Apr 2014.