Kemper’s Novartis NVS Stock Holding History

Kemper’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 Q2	–	Sell	-15,959	Closed	-$1.41M	–	45
2015 Q1	$1.41M	Hold	15,959	–	–	0.44%	33
2014 Q4	$1.32M	Hold	15,959	–	–	0.41%	38
2014 Q3	$1.35M	Hold	15,959	–	–	0.42%	51
2014 Q2	$1.29M	Hold	15,959	–	–	0.4%	49
2014 Q1	$1.22M	Hold	15,959	–	–	0.37%	50
2013 Q4	$1.15M	Hold	15,959	–	–	0.38%	49
2013 Q3	$1.1M	Buy	15,959 +11,830	+287%	+$783K	0.36%	48
2013 Q2	$262K	Buy	+4,129	New	+$269K	0.09%	48

Other funds holding NVS

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

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

BBHC

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MAA

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

Kemper's NVS Position: Q2 2015 in Review

Kemper sold out of Novartis (NVS) in Q2 2015, closing a stake of 15,959 shares — an estimated $1.41M sold.

Kemper first reported a position in NVS in Q2 2013 and held it in 8 quarters. The position peaked at $1.41M in Q1 2015. 943 funds tracked by Wall St. Rank hold NVS as of Q2 2015.

Kemper reported no remaining Novartis position as of Q2 2015 after selling out during the quarter.
Kemper sold 15,959 Novartis shares in Q2 2015, an estimated $1.41M.
Kemper first reported a position in Novartis in Q2 2013 and held it in 8 quarters.
Kemper's Novartis position peaked at $1.41M in Q1 2015.
943 funds tracked by Wall St. Rank held Novartis as of Q2 2015.

Based on Kemper's 13F filing for Q2 2015, filed 7 Aug 2015.