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Janney Capital Management’s Novartis NVS Stock Holding History

Janney Capital 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
2015
Q3 		– Sell
-2,322
Closed -$205K – 184
2015
Q2 		$205K Buy
+2,322
New +$213K 0.01% 164

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
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.51% 1-Year Est. Return

Janney Capital Management's NVS Position: Q3 2015 in Review

Janney Capital Management sold out of Novartis (NVS) in Q3 2015, closing a stake of 2,322 shares — an estimated $205K sold.

Janney Capital Management first reported a position in NVS in Q2 2015 and held it in 1 quarter. The position peaked at $205K in Q2 2015. 926 funds tracked by Wall St. Rank hold NVS as of Q3 2015.

  • Janney Capital Management reported no remaining Novartis position as of Q3 2015 after selling out during the quarter.
  • Janney Capital Management sold 2,322 Novartis shares in Q3 2015, an estimated $205K.
  • Janney Capital Management first reported a position in Novartis in Q2 2015 and held it in 1 quarter.
  • Janney Capital Management's Novartis position peaked at $205K in Q2 2015.
  • 926 funds tracked by Wall St. Rank held Novartis as of Q3 2015.

Based on Janney Capital Management's 13F filing for Q3 2015, filed 16 Nov 2015.