Reliant Investment Management’s Novartis NVS Stock Holding History

Reliant 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
2016 Q4	–	Sell	-40,265	Closed	-$2.98M	–	60
2016 Q3	$2.98M	Hold	40,265	–	–	1.33%	34
2016 Q2	$2.98M	Buy	40,265 +653	+2%	+$45.1K	2.71%	15
2016 Q1	$2.57M	Buy	39,612 +898	+2%	+$61.1K	2.5%	26
2015 Q4	$2.98M	Buy	38,714 +2,171	+6%	+$172K	2.59%	14
2015 Q3	$3.01M	Buy	36,543 +2,873	+9%	+$256K	2.95%	10
2015 Q2	$2.97M	Sell	33,670 -3,816	-10%	-$350K	2.7%	9
2015 Q1	$3.31M	Sell	37,486 -201	-0.5%	-$17.8K	2.96%	4
2014 Q4	$3.13M	Sell	37,687 -988	-3%	-$81.9K	2.82%	8
2014 Q3	$3.26M	Buy	38,675 +748	+2%	+$60.5K	3.03%	7
2014 Q2	$3.08M	Sell	37,927 -954	-2%	-$75K	2.8%	8
2014 Q1	$2.96M	Sell	38,881 -240	-0.6%	-$17.5K	2.79%	9
2013 Q4	$2.82M	Buy	+39,121	New	+$2.72M	2.7%	12

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

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

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

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

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

Reliant Investment Management's NVS Position: Q4 2016 in Review

Reliant Investment Management sold out of Novartis (NVS) in Q4 2016, closing a stake of 40,265 shares — an estimated $2.98M sold.

Reliant Investment Management first reported a position in NVS in Q4 2013 and held it in 12 quarters. The position peaked at $3.31M in Q1 2015. 905 funds tracked by Wall St. Rank hold NVS as of Q4 2016.

Reliant Investment Management reported no remaining Novartis position as of Q4 2016 after selling out during the quarter.
Reliant Investment Management sold 40,265 Novartis shares in Q4 2016, an estimated $2.98M.
Reliant Investment Management first reported a position in Novartis in Q4 2013 and held it in 12 quarters.
Reliant Investment Management's Novartis position peaked at $3.31M in Q1 2015.
905 funds tracked by Wall St. Rank held Novartis as of Q4 2016.

Based on Reliant Investment Management's 13F filing for Q4 2016, filed 13 Feb 2017.