MYCIO Wealth Partners’s Novartis NVS Stock Holding History

MYCIO Wealth Partners’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
2016 Q4	–	Sell	-558	Closed	-$39K	–	505
2016 Q3	$39K	Sell	558 -335	-38%	-$24.4K	0.01%	385
2016 Q2	$66K	Buy	893 +86	+11%	+$5.94K	0.01%	300
2016 Q1	$52K	Sell	807 -45	-5%	-$3.06K	0.01%	320
2015 Q4	$66K	Buy	852 +26	+3%	+$2.06K	0.01%	259
2015 Q3	$68K	Buy	826 +45	+6%	+$4K	0.01%	260
2015 Q2	$69K	Buy	781 +558	+250%	+$51.2K	0.01%	261
2015 Q1	$20K	Buy	+223	New	+$19.8K	﹤0.01%	406

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

Franklin Resources San Mateo, California $462B AUM 39.16% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 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

MNA

Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

MYCIO Wealth Partners's NVS Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Novartis (NVS) in Q4 2016, closing a stake of 558 shares — an estimated $39K sold.

MYCIO Wealth Partners first reported a position in NVS in Q1 2015 and held it in 7 quarters. The position peaked at $69K in Q2 2015. 905 funds tracked by Wall St. Rank hold NVS as of Q4 2016.

MYCIO Wealth Partners reported no remaining Novartis position as of Q4 2016 after selling out during the quarter.
MYCIO Wealth Partners sold 558 Novartis shares in Q4 2016, an estimated $39K.
MYCIO Wealth Partners first reported a position in Novartis in Q1 2015 and held it in 7 quarters.
MYCIO Wealth Partners's Novartis position peaked at $69K in Q2 2015.
905 funds tracked by Wall St. Rank held Novartis as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.