Lombard Odier & Cie (Canada)’s Novartis NVS Stock Holding History

Lombard Odier & Cie (Canada)’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	-1,060	Closed	-$87K	–	79
2015 Q3	$87K	Sell	1,060 -1,808	-63%	-$161K	0.23%	57
2015 Q2	$253K	Hold	2,868	–	–	0.55%	47
2015 Q1	$255K	Hold	2,868	–	–	0.4%	54
2014 Q4	$238K	Hold	2,868	–	–	0.34%	57
2014 Q3	$242K	Buy	2,868 +669	+30%	+$54.1K	0.16%	85
2014 Q2	$178K	Hold	2,199	–	–	0.12%	89
2014 Q1	$168K	Hold	2,199	–	–	0.13%	83
2013 Q4	$159K	Buy	+2,199	New	+$153K	0.16%	67

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return

Lombard Odier & Cie (Canada)'s NVS Position: Q4 2015 in Review

Lombard Odier & Cie (Canada) sold out of Novartis (NVS) in Q4 2015, closing a stake of 1,060 shares — an estimated $87K sold.

Lombard Odier & Cie (Canada) first reported a position in NVS in Q4 2013 and held it in 8 quarters. The position peaked at $255K in Q1 2015. 926 funds tracked by Wall St. Rank hold NVS as of Q4 2015.

Lombard Odier & Cie (Canada) reported no remaining Novartis position as of Q4 2015 after selling out during the quarter.
Lombard Odier & Cie (Canada) sold 1,060 Novartis shares in Q4 2015, an estimated $87K.
Lombard Odier & Cie (Canada) first reported a position in Novartis in Q4 2013 and held it in 8 quarters.
Lombard Odier & Cie (Canada)'s Novartis position peaked at $255K in Q1 2015.
926 funds tracked by Wall St. Rank held Novartis as of Q4 2015.

Based on Lombard Odier & Cie (Canada)'s 13F filing for Q4 2015, filed 16 Feb 2016.