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Massachusetts Mutual Life Insurance’s Novartis NVS Stock Holding History

Massachusetts Mutual Life Insurance’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
-9,601
Closed -$660K – 65
2013
Q3 		$660K Buy
9,601
+3,993
+71% +$264K 0.63% 45
2013
Q2 		$355K Buy
+5,608
New +$365K 1.44% 31

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Primecap Management
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
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Mutual Life Insurance's NVS Position: Q4 2013 in Review

Massachusetts Mutual Life Insurance sold out of Novartis (NVS) in Q4 2013, closing a stake of 9,601 shares — an estimated $660K sold.

Massachusetts Mutual Life Insurance first reported a position in NVS in Q2 2013 and held it in 2 quarters. The position peaked at $660K in Q3 2013. 815 funds tracked by Wall St. Rank hold NVS as of Q4 2013.

  • Massachusetts Mutual Life Insurance reported no remaining Novartis position as of Q4 2013 after selling out during the quarter.
  • Massachusetts Mutual Life Insurance sold 9,601 Novartis shares in Q4 2013, an estimated $660K.
  • Massachusetts Mutual Life Insurance first reported a position in Novartis in Q2 2013 and held it in 2 quarters.
  • Massachusetts Mutual Life Insurance's Novartis position peaked at $660K in Q3 2013.
  • 815 funds tracked by Wall St. Rank held Novartis as of Q4 2013.

Based on Massachusetts Mutual Life Insurance's 13F filing for Q4 2013, filed 13 Feb 2014.