I.G. Investment Management’s Novartis NVS Stock Holding History

I.G. Investment 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
2014 Q2	–	Sell	-374,641	Closed	-$28.5M	–	901
2014 Q1	$28.5M	Hold	374,641	–	–	0.1%	118
2013 Q4	$27M	Hold	374,641	–	–	0.1%	122
2013 Q3	$25.8M	Sell	374,641 -343,282	-48%	-$22.7M	0.1%	119
2013 Q2	$45.5M	Buy	+717,923	New	+$46.7M	0.18%	81

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

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

I.G. Investment Management's NVS Position: Q2 2014 in Review

I.G. Investment Management sold out of Novartis (NVS) in Q2 2014, closing a stake of 374,641 shares — an estimated $28.5M sold.

I.G. Investment Management first reported a position in NVS in Q2 2013 and held it in 4 quarters. The position peaked at $45.5M in Q2 2013. 847 funds tracked by Wall St. Rank hold NVS as of Q2 2014.

I.G. Investment Management reported no remaining Novartis position as of Q2 2014 after selling out during the quarter.
I.G. Investment Management sold 374,641 Novartis shares in Q2 2014, an estimated $28.5M.
I.G. Investment Management first reported a position in Novartis in Q2 2013 and held it in 4 quarters.
I.G. Investment Management's Novartis position peaked at $45.5M in Q2 2013.
847 funds tracked by Wall St. Rank held Novartis as of Q2 2014.

Based on I.G. Investment Management's 13F filing for Q2 2014, filed 14 Aug 2014.