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NatWest Group’s Novartis NVS Stock Holding History

NatWest Group’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
Q4 		– Sell
-5,180
Closed -$427K – 275
2015
Q3 		$427K Buy
5,180
+1,220
+31% +$109K 0.01% 297
2015
Q2 		$349K Sell
3,960
-940
-19% -$86.2K ﹤0.01% 293
2015
Q1 		$433K Sell
4,900
-1,030
-17% -$91.4K 0.01% 335
2014
Q4 		$493K Sell
5,930
-62
-1% -$5.14K ﹤0.01% 316
2014
Q3 		$506K Buy
5,992
+192
+3% +$15.5K ﹤0.01% 345
2014
Q2 		$471K Buy
5,800
+1,032
+22% +$81.2K 0.02% 355
2014
Q1 		$363K Sell
4,768
-1
-0% -$73 0.02% 396
2013
Q4 		$343K Buy
4,769
+963
+25% +$66.9K 0.01% 636
2013
Q3 		$262K Sell
3,806
-367
-9% -$24.3K 0.01% 927
2013
Q2 		$264K Buy
+4,173
New +$272K ﹤0.01% 693

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Franklin Resources
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.51% 1-Year Est. Return

NatWest Group's NVS Position: Q4 2015 in Review

NatWest Group sold out of Novartis (NVS) in Q4 2015, closing a stake of 5,180 shares — an estimated $427K sold.

NatWest Group first reported a position in NVS in Q2 2013 and held it in 10 quarters. The position peaked at $506K in Q3 2014. 927 funds tracked by Wall St. Rank hold NVS as of Q4 2015.

  • NatWest Group reported no remaining Novartis position as of Q4 2015 after selling out during the quarter.
  • NatWest Group sold 5,180 Novartis shares in Q4 2015, an estimated $427K.
  • NatWest Group first reported a position in Novartis in Q2 2013 and held it in 10 quarters.
  • NatWest Group's Novartis position peaked at $506K in Q3 2014.
  • 927 funds tracked by Wall St. Rank held Novartis as of Q4 2015.

Based on NatWest Group's 13F filing for Q4 2015, filed 16 Feb 2016.