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Red Granite Advisors’s Novartis NVS Stock Holding History

Red Granite 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
2013
Q3 		$1.11M Sell
16,170
-279
-2% -$18.5K 0.25% 42
2013
Q2 		$1.04M Buy
+16,449
New +$1.07M 0.26% 44

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Red Granite Advisors's NVS Position: Q3 2013 in Review

Red Granite Advisors reduced its Novartis (NVS) stake by 1.7% in Q3 2013, selling an estimated $18.5K and leaving 16,170 shares worth $1.11M. The position accounts for 0.25% of the portfolio, ranked #42.

Red Granite Advisors first reported a position in NVS in Q2 2013 and has held it in 2 quarters since. 761 funds tracked by Wall St. Rank hold NVS as of Q3 2013.

  • Red Granite Advisors held 16,170 shares of Novartis worth $1.11M as of Q3 2013.
  • Red Granite Advisors sold 279 Novartis shares in Q3 2013, an estimated $18.5K.
  • Novartis made up 0.25% of Red Granite Advisors's portfolio in Q3 2013, its #42 holding.
  • Red Granite Advisors first reported a position in Novartis in Q2 2013 and has held it in 2 quarters since.
  • 761 funds tracked by Wall St. Rank held Novartis as of Q3 2013.

Based on Red Granite Advisors's 13F filing for Q3 2013, filed 6 Nov 2013.