Merriman Wealth Management’s Novartis NVS Stock Holding History

Merriman Wealth Management’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	–	Sell	-3,299	Closed	-$272K	–	55
2014 Q4	$272K	Hold	3,299	–	–	0.39%	33
2014 Q3	$271K	Hold	3,299	–	–	0.35%	33
2014 Q2	$261K	Hold	3,299	–	–	0.26%	33
2014 Q1	$261K	Buy	+3,299	New	+$240K	0.27%	36

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

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

BTS

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MAA

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Merriman Wealth Management's NVS Position: Q1 2015 in Review

Merriman Wealth Management sold out of Novartis (NVS) in Q1 2015, closing a stake of 3,299 shares — an estimated $272K sold.

Merriman Wealth Management first reported a position in NVS in Q1 2014 and held it in 4 quarters. The position peaked at $272K in Q4 2014. 939 funds tracked by Wall St. Rank hold NVS as of Q1 2015.

Merriman Wealth Management reported no remaining Novartis position as of Q1 2015 after selling out during the quarter.
Merriman Wealth Management sold 3,299 Novartis shares in Q1 2015, an estimated $272K.
Merriman Wealth Management first reported a position in Novartis in Q1 2014 and held it in 4 quarters.
Merriman Wealth Management's Novartis position peaked at $272K in Q4 2014.
939 funds tracked by Wall St. Rank held Novartis as of Q1 2015.

Based on Merriman Wealth Management's 13F filing for Q1 2015, filed 22 Apr 2015.