Hudson Valley Investment Advisors’s Novartis NVS Stock Holding History

Hudson Valley Investment Advisors’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 Q3	–	Sell	-4,006	Closed	-$296K	–	149
2016 Q2	$296K	Sell	4,006 -1,881	-32%	-$130K	0.1%	123
2016 Q1	$382K	Sell	5,887 -2,344	-28%	-$159K	0.12%	115
2015 Q4	$635K	Sell	8,231 -853	-9%	-$67.8K	0.2%	99
2015 Q3	$748K	Sell	9,084 -475	-5%	-$42.3K	0.24%	85
2015 Q2	$842K	Buy	9,559 +558	+6%	+$51.2K	0.26%	79
2015 Q1	$795K	Buy	9,001 +4,063	+82%	+$360K	0.27%	77
2014 Q4	$410K	Sell	4,938 -28	-0.6%	-$2.32K	0.17%	89
2014 Q3	$419K	Sell	4,966 -419	-8%	-$33.9K	0.18%	87
2014 Q2	$437K	Sell	5,385 -1,813	-25%	-$143K	0.19%	83
2014 Q1	$548K	Sell	7,198 -447	-6%	-$32.6K	0.23%	77
2013 Q4	$551K	Sell	7,645 -1,060	-12%	-$73.7K	0.24%	73
2013 Q3	$598K	Buy	8,705 +558	+7%	+$36.9K	0.29%	68
2013 Q2	$516K	Buy	+8,147	New	+$530K	0.25%	72

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Hudson Valley Investment Advisors's NVS Position: Q3 2016 in Review

Hudson Valley Investment Advisors sold out of Novartis (NVS) in Q3 2016, closing a stake of 4,006 shares — an estimated $296K sold.

Hudson Valley Investment Advisors first reported a position in NVS in Q2 2013 and held it in 13 quarters. The position peaked at $842K in Q2 2015. 878 funds tracked by Wall St. Rank hold NVS as of Q3 2016.

Hudson Valley Investment Advisors reported no remaining Novartis position as of Q3 2016 after selling out during the quarter.
Hudson Valley Investment Advisors sold 4,006 Novartis shares in Q3 2016, an estimated $296K.
Hudson Valley Investment Advisors first reported a position in Novartis in Q2 2013 and held it in 13 quarters.
Hudson Valley Investment Advisors's Novartis position peaked at $842K in Q2 2015.
878 funds tracked by Wall St. Rank held Novartis as of Q3 2016.

Based on Hudson Valley Investment Advisors's 13F filing for Q3 2016, filed 11 Oct 2016.