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Lombard Odier Transatlantic’s Novartis NVS Stock Holding History

Lombard Odier Transatlantic’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
2016
Q3 		$12K Hold
167
– – 0.01% 130
2016
Q2 		$12K Buy
+167
New +$11.5K 0.01% 117

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
Franklin Resources
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Lombard Odier Transatlantic's NVS Position: Q3 2016 in Review

Lombard Odier Transatlantic held its Novartis (NVS) position steady in Q3 2016 at 167 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #130.

Lombard Odier Transatlantic first reported a position in NVS in Q2 2016 and has held it in 2 quarters since. 878 funds tracked by Wall St. Rank hold NVS as of Q3 2016.

  • Lombard Odier Transatlantic held 167 shares of Novartis worth $12K as of Q3 2016.
  • Lombard Odier Transatlantic left its Novartis share count unchanged in Q3 2016.
  • Novartis made up 0.01% of Lombard Odier Transatlantic's portfolio in Q3 2016, its #130 holding.
  • Lombard Odier Transatlantic first reported a position in Novartis in Q2 2016 and has held it in 2 quarters since.
  • 878 funds tracked by Wall St. Rank held Novartis as of Q3 2016.

Based on Lombard Odier Transatlantic's 13F filing for Q3 2016, filed 14 Nov 2016.