Private Wealth Advisors (Pennsylvania)’s Novartis NVS Stock Holding History

Private Wealth Advisors (Pennsylvania)’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	-3,125	Closed	-$257K	–	119
2015 Q3	$257K	Hold	3,125	–	–	0.13%	122
2015 Q2	$275K	Hold	3,125	–	–	0.12%	121
2015 Q1	$276K	Hold	3,125	–	–	0.13%	119
2014 Q4	$259K	Hold	3,125	–	–	0.13%	111
2014 Q3	$264K	Buy	3,125 +112	+4%	+$9.06K	0.14%	108
2014 Q2	$244K	Hold	3,013	–	–	0.13%	111
2014 Q1	$230K	Hold	3,013	–	–	0.13%	113
2013 Q4	$217K	Hold	3,013	–	–	0.12%	114
2013 Q3	$207K	Buy	+3,013	New	+$199K	0.12%	111

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Institutional Capital Chicago, Illinois $6.75B AUM 3.51% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s NVS Position: Q4 2015 in Review

Private Wealth Advisors (Pennsylvania) sold out of Novartis (NVS) in Q4 2015, closing a stake of 3,125 shares — an estimated $257K sold.

Private Wealth Advisors (Pennsylvania) first reported a position in NVS in Q3 2013 and held it in 9 quarters. The position peaked at $276K in Q1 2015. 927 funds tracked by Wall St. Rank hold NVS as of Q4 2015.

Private Wealth Advisors (Pennsylvania) reported no remaining Novartis position as of Q4 2015 after selling out during the quarter.
Private Wealth Advisors (Pennsylvania) sold 3,125 Novartis shares in Q4 2015, an estimated $257K.
Private Wealth Advisors (Pennsylvania) first reported a position in Novartis in Q3 2013 and held it in 9 quarters.
Private Wealth Advisors (Pennsylvania)'s Novartis position peaked at $276K in Q1 2015.
927 funds tracked by Wall St. Rank held Novartis as of Q4 2015.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2015, filed 5 Feb 2016.