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Keystone Financial Planning’s Novartis NVS Stock Holding History

Keystone Financial Planning’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
2014
Q2 		– Sell
-17,040
Closed -$1.3M – 52
2014
Q1 		$1.3M Sell
17,040
-7,841
-32% -$571K 1% 29
2013
Q4 		$1.79M Buy
+24,881
New +$1.73M 1.43% 29

Other funds holding NVS

Dodge & Cox
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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Northern Trust
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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Keystone Financial Planning's NVS Position: Q2 2014 in Review

Keystone Financial Planning sold out of Novartis (NVS) in Q2 2014, closing a stake of 17,040 shares — an estimated $1.3M sold.

Keystone Financial Planning first reported a position in NVS in Q4 2013 and held it in 2 quarters. The position peaked at $1.79M in Q4 2013. 847 funds tracked by Wall St. Rank hold NVS as of Q2 2014.

  • Keystone Financial Planning reported no remaining Novartis position as of Q2 2014 after selling out during the quarter.
  • Keystone Financial Planning sold 17,040 Novartis shares in Q2 2014, an estimated $1.3M.
  • Keystone Financial Planning first reported a position in Novartis in Q4 2013 and held it in 2 quarters.
  • Keystone Financial Planning's Novartis position peaked at $1.79M in Q4 2013.
  • 847 funds tracked by Wall St. Rank held Novartis as of Q2 2014.

Based on Keystone Financial Planning's 13F filing for Q2 2014, filed 11 Aug 2014.