Progressive Investment Management’s Novartis NVS Stock Holding History

Progressive Investment Management’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 Q2	–	Sell	-715	Closed	-$63K	–	76
2015 Q1	$63K	Sell	715 -167	-19%	-$14.8K	0.22%	58
2014 Q4	$73K	Buy	882 +92	+12%	+$7.63K	0.03%	53
2014 Q3	$67K	Buy	+790	New	+$63.9K	0.02%	49
2013 Q4	–	Sell	-167	Closed	-$12K	–	60
2013 Q3	$12K	Hold	167	–	–	﹤0.01%	46
2013 Q2	$11K	Buy	+167	New	+$10.9K	﹤0.01%	45

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Progressive Investment Management's NVS Position: Q2 2015 in Review

Progressive Investment Management sold out of Novartis (NVS) in Q2 2015, closing a stake of 715 shares — an estimated $63K sold.

Progressive Investment Management first reported a position in NVS in Q2 2013 and held it in 5 quarters. The position peaked at $73K in Q4 2014. 945 funds tracked by Wall St. Rank hold NVS as of Q2 2015.

Progressive Investment Management reported no remaining Novartis position as of Q2 2015 after selling out during the quarter.
Progressive Investment Management sold 715 Novartis shares in Q2 2015, an estimated $63K.
Progressive Investment Management first reported a position in Novartis in Q2 2013 and held it in 5 quarters.
Progressive Investment Management's Novartis position peaked at $73K in Q4 2014.
945 funds tracked by Wall St. Rank held Novartis as of Q2 2015.

Based on Progressive Investment Management's 13F filing for Q2 2015, filed 12 Aug 2015.