Investors Capital Advisory Services’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
$483K Buy
6,543
+372
+6% +$25.7K 0.09% 290
2016
Q1
$400K Sell
6,171
-646
-9% -$43.9K 0.08% 330
2015
Q4
$524K Buy
6,817
+483
+8% +$38.4K 0.1% 276
2015
Q3
$521K Buy
6,334
+3,504
+124% +$312K 0.1% 268
2015
Q2
$248K Buy
2,830
+364
+15% +$33.4K 0.05% 543
2015
Q1
$217K Sell
2,466
-249
-9% -$22.1K 0.04% 583
2014
Q4
$225K Buy
2,715
+299
+12% +$24.8K 0.04% 553
2014
Q3
$203K Buy
+2,416
New +$195K 0.04% 567

Other funds holding NVS

Investors Capital Advisory Services's NVS Position: Q2 2016 in Review

Investors Capital Advisory Services increased its Novartis (NVS) stake by 6% in Q2 2016, buying an estimated $25.7K and bringing the position to 6,543 shares worth $483K. The position accounts for 0.09% of the portfolio, ranked #290.

Investors Capital Advisory Services first reported a position in NVS in Q3 2014 and has held it in 8 quarters since. The position peaked at $524K in Q4 2015. 879 funds tracked by Wall St. Rank hold NVS as of Q2 2016.

  • Investors Capital Advisory Services held 6,543 shares of Novartis worth $483K as of Q2 2016.
  • Investors Capital Advisory Services bought 372 Novartis shares in Q2 2016, an estimated $25.7K.
  • Novartis made up 0.09% of Investors Capital Advisory Services's portfolio in Q2 2016, its #290 holding.
  • Investors Capital Advisory Services first reported a position in Novartis in Q3 2014 and has held it in 8 quarters since.
  • Investors Capital Advisory Services's Novartis position peaked at $524K in Q4 2015.
  • 879 funds tracked by Wall St. Rank held Novartis as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.