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Kiwi Wealth Investments Limited Partnership’s Novartis NVS Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
Q3 		– Sell
-291,465
Closed -$18.5M – 44
2013
Q2 		$18.5M Buy
+291,465
New +$19M 3.31% 7

Other funds holding NVS

Dodge & Cox
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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 16.21% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.42% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's NVS Position: Q3 2013 in Review

Kiwi Wealth Investments Limited Partnership sold out of Novartis (NVS) in Q3 2013, closing a stake of 291,465 shares — an estimated $18.5M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in NVS in Q2 2013 and held it in 1 quarter. The position peaked at $18.5M in Q2 2013. 761 funds tracked by Wall St. Rank hold NVS as of Q3 2013.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Novartis position as of Q3 2013 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 291,465 Novartis shares in Q3 2013, an estimated $18.5M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Novartis in Q2 2013 and held it in 1 quarter.
  • Kiwi Wealth Investments Limited Partnership's Novartis position peaked at $18.5M in Q2 2013.
  • 761 funds tracked by Wall St. Rank held Novartis as of Q3 2013.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2013, filed 30 Oct 2013.