Rezny Wealth Management’s Novartis NVS Stock Holding History

Rezny Wealth 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 Q3	–	Sell	-55	Closed	-$4K	–	111
2015 Q2	$4K	Buy	+55	New	+$5.05K	﹤0.01%	65

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

Franklin Resources San Mateo, California $462B AUM 39.16% 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

Rezny Wealth Management's NVS Position: Q3 2015 in Review

Rezny Wealth Management sold out of Novartis (NVS) in Q3 2015, closing a stake of 55 shares — an estimated $4K sold.

Rezny Wealth Management first reported a position in NVS in Q2 2015 and held it in 1 quarter. The position peaked at $4K in Q2 2015. 926 funds tracked by Wall St. Rank hold NVS as of Q3 2015.

Rezny Wealth Management reported no remaining Novartis position as of Q3 2015 after selling out during the quarter.
Rezny Wealth Management sold 55 Novartis shares in Q3 2015, an estimated $4K.
Rezny Wealth Management first reported a position in Novartis in Q2 2015 and held it in 1 quarter.
Rezny Wealth Management's Novartis position peaked at $4K in Q2 2015.
926 funds tracked by Wall St. Rank held Novartis as of Q3 2015.

Based on Rezny Wealth Management's 13F filing for Q3 2015, filed 16 Nov 2015.