Parametric Risk Advisors’s Novartis NVS Stock Holding History

Parametric Risk 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
2016 Q3	$1.41M	Buy	19,885 +4,967	+33%	+$362K	0.09%	84
2016 Q2	$1.1M	Buy	14,918 +2,141	+17%	+$148K	0.07%	105
2016 Q1	$829K	Buy	+12,777	New	+$869K	0.06%	110

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Parametric Risk Advisors's NVS Position: Q3 2016 in Review

Parametric Risk Advisors increased its Novartis (NVS) stake by 33% in Q3 2016, buying an estimated $362K and bringing the position to 19,885 shares worth $1.41M. The position accounts for 0.09% of the portfolio, ranked #84.

Parametric Risk Advisors first reported a position in NVS in Q1 2016 and has held it in 3 quarters since. 877 funds tracked by Wall St. Rank hold NVS as of Q3 2016.

Parametric Risk Advisors held 19,885 shares of Novartis worth $1.41M as of Q3 2016.
Parametric Risk Advisors bought 4,967 Novartis shares in Q3 2016, an estimated $362K.
Novartis made up 0.09% of Parametric Risk Advisors's portfolio in Q3 2016, its #84 holding.
Parametric Risk Advisors first reported a position in Novartis in Q1 2016 and has held it in 3 quarters since.
877 funds tracked by Wall St. Rank held Novartis as of Q3 2016.

Based on Parametric Risk Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.