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

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Franklin Resources

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

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

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

Loomis, Sayles & Company

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

Fisher Asset Management

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return