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Paradigm Financial Advisors’s Novartis NVS Stock Holding History

Paradigm Financial Advisors’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
2014
Q2 		– Sell
-173
Closed -$13K – 171
2014
Q1 		$13K Sell
173
-606
-78% -$44.2K 0.01% 193
2013
Q4 		$56K Buy
+779
New +$54.2K 0.05% 124

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
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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Paradigm Financial Advisors's NVS Position: Q2 2014 in Review

Paradigm Financial Advisors sold out of Novartis (NVS) in Q2 2014, closing a stake of 173 shares — an estimated $13K sold.

Paradigm Financial Advisors first reported a position in NVS in Q4 2013 and held it in 2 quarters. The position peaked at $56K in Q4 2013. 847 funds tracked by Wall St. Rank hold NVS as of Q2 2014.

  • Paradigm Financial Advisors reported no remaining Novartis position as of Q2 2014 after selling out during the quarter.
  • Paradigm Financial Advisors sold 173 Novartis shares in Q2 2014, an estimated $13K.
  • Paradigm Financial Advisors first reported a position in Novartis in Q4 2013 and held it in 2 quarters.
  • Paradigm Financial Advisors's Novartis position peaked at $56K in Q4 2013.
  • 847 funds tracked by Wall St. Rank held Novartis as of Q2 2014.

Based on Paradigm Financial Advisors's 13F filing for Q2 2014, filed 28 Jul 2014.