Jamison Eaton & Wood’s Novartis NVS Stock Holding History

Jamison Eaton & Wood’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
2013 Q4	–	Sell	-113	Closed	-$8K	–	176
2013 Q3	$8K	Buy	+113	New	+$7.48K	﹤0.01%	237

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MAA

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

Jamison Eaton & Wood's NVS Position: Q4 2013 in Review

Jamison Eaton & Wood sold out of Novartis (NVS) in Q4 2013, closing a stake of 113 shares — an estimated $8K sold.

Jamison Eaton & Wood first reported a position in NVS in Q3 2013 and held it in 1 quarter. The position peaked at $8K in Q3 2013. 816 funds tracked by Wall St. Rank hold NVS as of Q4 2013.

Jamison Eaton & Wood reported no remaining Novartis position as of Q4 2013 after selling out during the quarter.
Jamison Eaton & Wood sold 113 Novartis shares in Q4 2013, an estimated $8K.
Jamison Eaton & Wood first reported a position in Novartis in Q3 2013 and held it in 1 quarter.
Jamison Eaton & Wood's Novartis position peaked at $8K in Q3 2013.
816 funds tracked by Wall St. Rank held Novartis as of Q4 2013.

Based on Jamison Eaton & Wood's 13F filing for Q4 2013, filed 11 Feb 2014.