Karp Capital Management’s Novartis NVS Stock Holding History

Karp 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 Q4	–	Sell	-1,061	Closed	-$87K	–	225
2015 Q3	$87K	Buy	1,061 +574	+118%	+$51.1K	0.06%	140
2015 Q2	$43K	Hold	487	–	–	0.03%	177
2015 Q1	$43K	Buy	487 +51	+12%	+$4.52K	0.03%	181
2014 Q4	$36K	Buy	+436	New	+$36.1K	0.03%	182

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Institutional Capital Chicago, Illinois $6.75B AUM 3.51% 1-Year Est. Return

Karp Capital Management's NVS Position: Q4 2015 in Review

Karp Capital Management sold out of Novartis (NVS) in Q4 2015, closing a stake of 1,061 shares — an estimated $87K sold.

Karp Capital Management first reported a position in NVS in Q4 2014 and held it in 4 quarters. The position peaked at $87K in Q3 2015. 927 funds tracked by Wall St. Rank hold NVS as of Q4 2015.

Karp Capital Management reported no remaining Novartis position as of Q4 2015 after selling out during the quarter.
Karp Capital Management sold 1,061 Novartis shares in Q4 2015, an estimated $87K.
Karp Capital Management first reported a position in Novartis in Q4 2014 and held it in 4 quarters.
Karp Capital Management's Novartis position peaked at $87K in Q3 2015.
927 funds tracked by Wall St. Rank held Novartis as of Q4 2015.

Based on Karp Capital Management's 13F filing for Q4 2015, filed 9 Feb 2016.