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Northwest & Ethical Investments’s Novartis NVS Stock Holding History

Northwest & Ethical Investments’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
Q3 		– Sell
-17,521
Closed -$1.3M – 344
2016
Q2 		$1.3M Hold
17,521
– – 0.1% 162
2016
Q1 		$1.14M Hold
17,521
– – 0.08% 165
2015
Q4 		$1.35M Buy
+17,521
New +$1.39M 0.1% 159

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Northwest & Ethical Investments's NVS Position: Q3 2016 in Review

Northwest & Ethical Investments sold out of Novartis (NVS) in Q3 2016, closing a stake of 17,521 shares — an estimated $1.3M sold.

Northwest & Ethical Investments first reported a position in NVS in Q4 2015 and held it in 3 quarters. The position peaked at $1.35M in Q4 2015. 877 funds tracked by Wall St. Rank hold NVS as of Q3 2016.

  • Northwest & Ethical Investments reported no remaining Novartis position as of Q3 2016 after selling out during the quarter.
  • Northwest & Ethical Investments sold 17,521 Novartis shares in Q3 2016, an estimated $1.3M.
  • Northwest & Ethical Investments first reported a position in Novartis in Q4 2015 and held it in 3 quarters.
  • Northwest & Ethical Investments's Novartis position peaked at $1.35M in Q4 2015.
  • 877 funds tracked by Wall St. Rank held Novartis as of Q3 2016.

Based on Northwest & Ethical Investments's 13F filing for Q3 2016, filed 8 Jul 2025.