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J.P. Marvel Investment Advisors’s Novartis NVS Stock Holding History

J.P. Marvel 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
Q4 		– Sell
-92,352
Closed -$6.53M – 86
2016
Q3 		$6.53M Sell
92,352
-3,862
-4% -$281K 2.32% 16
2016
Q2 		$7.11M Sell
96,214
-1,149
-1% -$79.4K 2.49% 11
2016
Q1 		$6.32M Sell
97,363
-445
-0.5% -$30.3K 2.28% 14
2015
Q4 		$7.54M Buy
+97,808
New +$7.77M 2.62% 11
2015
Q2 		$8.88M Sell
100,816
-1,596
-2% -$146K 2.99% 8
2015
Q1 		$9.05M Sell
102,412
-391
-0.4% -$34.7K 3.08% 8
2014
Q4 		$8.54M Buy
102,803
+168
+0.2% +$13.9K 2.97% 9
2014
Q3 		$8.66M Buy
102,635
+604
+0.6% +$48.9K 3.13% 7
2014
Q2 		$8.28M Sell
102,031
-826
-0.8% -$65K 2.82% 10
2014
Q1 		$7.84M Buy
102,857
+1,897
+2% +$138K 2.76% 11
2013
Q4 		$7.27M Sell
100,960
-636
-0.6% -$44.2K 2.6% 11
2013
Q3 		$6.98M Sell
101,596
-34
-0% -$2.25K 2.71% 10
2013
Q2 		$6.44M Buy
+101,630
New +$6.61M 2.68% 10

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

J.P. Marvel Investment Advisors's NVS Position: Q4 2016 in Review

J.P. Marvel Investment Advisors sold out of Novartis (NVS) in Q4 2016, closing a stake of 92,352 shares — an estimated $6.53M sold.

J.P. Marvel Investment Advisors first reported a position in NVS in Q2 2013 and held it in 13 quarters. The position peaked at $9.05M in Q1 2015. 905 funds tracked by Wall St. Rank hold NVS as of Q4 2016.

  • J.P. Marvel Investment Advisors reported no remaining Novartis position as of Q4 2016 after selling out during the quarter.
  • J.P. Marvel Investment Advisors sold 92,352 Novartis shares in Q4 2016, an estimated $6.53M.
  • J.P. Marvel Investment Advisors first reported a position in Novartis in Q2 2013 and held it in 13 quarters.
  • J.P. Marvel Investment Advisors's Novartis position peaked at $9.05M in Q1 2015.
  • 905 funds tracked by Wall St. Rank held Novartis as of Q4 2016.

Based on J.P. Marvel Investment Advisors's 13F filing for Q4 2016, filed 23 Feb 2017.