Mariner Wealth Advisors (NYC)’s Novartis NVS Stock Holding History

Mariner Wealth Advisors (NYC)’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 Q1	$146K	Buy	+1,653	New	+$147K	0.07%	78

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Mariner Wealth Advisors (NYC)'s NVS Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in Novartis (NVS) in Q1 2015: 1,653 shares worth $146K. The stake represents 0.07% of the portfolio and ranks #78 among its holdings.

940 funds tracked by Wall St. Rank hold NVS as of Q1 2015.

Mariner Wealth Advisors (NYC) held 1,653 shares of Novartis worth $146K as of Q1 2015.
Novartis was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
Novartis made up 0.07% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #78 holding.
940 funds tracked by Wall St. Rank held Novartis as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.