Midas Management’s Novartis NVS Stock Holding History

Midas 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 Q2	–	Sell	-3,348	Closed	-$296K	–	129
2015 Q1	$296K	Hold	3,348	–	–	0.15%	119
2014 Q4	$278K	Hold	3,348	–	–	0.14%	121
2014 Q3	$282K	Buy	+3,348	New	+$271K	0.16%	123
2014 Q2	–	Sell	-3,348	Closed	-$255K	–	140
2014 Q1	$255K	Hold	3,348	–	–	0.12%	147
2013 Q4	$241K	Hold	3,348	–	–	0.11%	147
2013 Q3	$230K	Hold	3,348	–	–	0.15%	134
2013 Q2	$212K	Buy	+3,348	New	+$218K	0.14%	131

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

MAA

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

Midas Management's NVS Position: Q2 2015 in Review

Midas Management sold out of Novartis (NVS) in Q2 2015, closing a stake of 3,348 shares — an estimated $296K sold.

Midas Management first reported a position in NVS in Q2 2013 and held it in 7 quarters. The position peaked at $296K in Q1 2015. 945 funds tracked by Wall St. Rank hold NVS as of Q2 2015.

Midas Management reported no remaining Novartis position as of Q2 2015 after selling out during the quarter.
Midas Management sold 3,348 Novartis shares in Q2 2015, an estimated $296K.
Midas Management first reported a position in Novartis in Q2 2013 and held it in 7 quarters.
Midas Management's Novartis position peaked at $296K in Q1 2015.
945 funds tracked by Wall St. Rank held Novartis as of Q2 2015.

Based on Midas Management's 13F filing for Q2 2015, filed 3 Aug 2015.