Madden Advisory Services’s Novartis NVS Stock Holding History

Madden Advisory Services’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	-31	Closed	-$2K	–	207
2015 Q3	$2K	Hold	31	–	–	﹤0.01%	285
2015 Q2	$2K	Buy	+31	New	+$2.84K	﹤0.01%	283
2014 Q4	–	Sell	-266	Closed	-$22K	–	348
2014 Q3	$22K	Hold	266	–	–	0.01%	220
2014 Q2	$22K	Hold	266	–	–	0.01%	227
2014 Q1	$20K	Hold	266	–	–	0.01%	223
2013 Q4	$19K	Buy	+266	New	+$18.5K	0.01%	193

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Institutional Capital Chicago, Illinois $6.75B AUM 3.51% 1-Year Est. Return

Madden Advisory Services's NVS Position: Q4 2015 in Review

Madden Advisory Services sold out of Novartis (NVS) in Q4 2015, closing a stake of 31 shares — an estimated $2K sold.

Madden Advisory Services first reported a position in NVS in Q4 2013 and held it in 6 quarters. The position peaked at $22K in Q3 2014. 927 funds tracked by Wall St. Rank hold NVS as of Q4 2015.

Madden Advisory Services reported no remaining Novartis position as of Q4 2015 after selling out during the quarter.
Madden Advisory Services sold 31 Novartis shares in Q4 2015, an estimated $2K.
Madden Advisory Services first reported a position in Novartis in Q4 2013 and held it in 6 quarters.
Madden Advisory Services's Novartis position peaked at $22K in Q3 2014.
927 funds tracked by Wall St. Rank held Novartis as of Q4 2015.

Based on Madden Advisory Services's 13F filing for Q4 2015, filed 10 Feb 2016.