Madison Scottsdale’s Novartis NVS Stock Holding History

Madison Scottsdale’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 Q4	–	Sell	-1,116	Closed	-$77K	–	47
2013 Q3	$77K	Sell	1,116 -2,232	-67%	-$148K	0.07%	50
2013 Q2	$212K	Buy	+3,348	New	+$218K	0.21%	30

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

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Madison Scottsdale's NVS Position: Q4 2013 in Review

Madison Scottsdale sold out of Novartis (NVS) in Q4 2013, closing a stake of 1,116 shares — an estimated $77K sold.

Madison Scottsdale first reported a position in NVS in Q2 2013 and held it in 2 quarters. The position peaked at $212K in Q2 2013. 816 funds tracked by Wall St. Rank hold NVS as of Q4 2013.

Madison Scottsdale reported no remaining Novartis position as of Q4 2013 after selling out during the quarter.
Madison Scottsdale sold 1,116 Novartis shares in Q4 2013, an estimated $77K.
Madison Scottsdale first reported a position in Novartis in Q2 2013 and held it in 2 quarters.
Madison Scottsdale's Novartis position peaked at $212K in Q2 2013.
816 funds tracked by Wall St. Rank held Novartis as of Q4 2013.

Based on Madison Scottsdale's 13F filing for Q4 2013, filed 12 Feb 2014.