PEAK6 Group’s Novartis NVS Stock Holding History

PEAK6 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
2018 Q2	$2.46M	Buy	36,270 +33,368	+1,150%	+$2.3M	0.01%	1211
2018 Q1	$210K	Sell	2,902 -15,847	-85%	-$1.21M	﹤0.01%	3314
2017 Q4	$1.41M	Sell	18,749 -13,503	-42%	-$1.02M	0.01%	1661
2017 Q3	$2.48M	Sell	32,252 -32,476	-50%	-$2.45M	0.01%	1207
2017 Q2	$4.84M	Sell	64,728 -118,519	-65%	-$8.4M	0.03%	729
2017 Q1	$12.2M	Buy	183,247 +18,525	+11%	+$1.23M	0.1%	224
2016 Q4	$10.8M	Buy	164,722 +16,740	+11%	+$1.09M	0.08%	332
2016 Q3	$10.5M	Sell	147,982 -54,014	-27%	-$3.94M	0.08%	331
2016 Q2	$14.9M	Buy	201,996 +141,509	+234%	+$9.78M	0.12%	185
2016 Q1	$3.93M	Buy	60,487 +7,031	+13%	+$478K	0.03%	753
2015 Q4	$4.12M	Sell	53,456 -52,564	-50%	-$4.18M	0.03%	850
2015 Q3	$8.73M	Buy	106,020 +93,186	+726%	+$8.29M	0.05%	543
2015 Q2	$1.13M	Sell	12,834 -14,285	-53%	-$1.31M	0.01%	1973
2015 Q1	$2.4M	Buy	27,119 +4,129	+18%	+$366K	0.02%	1132
2014 Q4	$1.91M	Buy	22,990 +7,366	+47%	+$611K	0.01%	1366
2014 Q3	$1.32M	Buy	15,624 +10,267	+192%	+$831K	0.01%	1588
2014 Q2	$435K	Sell	5,357 -57,027	-91%	-$4.49M	﹤0.01%	2434
2014 Q1	$4.75M	Buy	62,384 +17,186	+38%	+$1.25M	0.04%	673
2013 Q4	$3.26M	Buy	45,198 +30,020	+198%	+$2.09M	0.02%	1043
2013 Q3	$523K	Buy	15,178 +335	+2%	+$22.2K	﹤0.01%	2776
2013 Q2	$941	Buy	+14,843	New	+$966K	﹤0.01%	2187

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

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

PEAK6 Group's NVS Position: Q2 2018 in Review

PEAK6 Group increased its Novartis (NVS) stake by 4,780% in Q2 2018, buying an estimated $666K and bringing the position to 9,857 shares worth $667K. The position accounts for ﹤0.01% of the portfolio, ranked #2327.

PEAK6 Group first reported a position in NVS in Q2 2013 and has held it in 17 quarters since. The position peaked at $4.97M in Q3 2015. 987 funds tracked by Wall St. Rank hold NVS as of Q2 2018.

PEAK6 Group held 9,857 shares of Novartis worth $667K as of Q2 2018.
PEAK6 Group bought 9,655 Novartis shares in Q2 2018, an estimated $666K.
Novartis made up ﹤0.01% of PEAK6 Group's portfolio in Q2 2018, its #2327 holding.
PEAK6 Group first reported a position in Novartis in Q2 2013 and has held it in 17 quarters since.
PEAK6 Group's Novartis position peaked at $4.97M in Q3 2015.
987 funds tracked by Wall St. Rank held Novartis as of Q2 2018.

Based on PEAK6 Group's 13F filing for Q2 2018, filed 15 Aug 2018.