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Riversville Capital’s Novartis NVS Stock Holding History

Riversville Capital’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
2014
Q1 		– Sell
-1,702
Closed -$123K – 75
2013
Q4 		$123K Buy
1,702
+316
+23% +$22K 0.07% 103
2013
Q3 		$95K Hold
1,386
– – 0.05% 105
2013
Q2 		$88K Buy
+1,386
New +$90.2K 0.05% 105

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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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 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

Riversville Capital's NVS Position: Q1 2014 in Review

Riversville Capital sold out of Novartis (NVS) in Q1 2014, closing a stake of 1,702 shares — an estimated $123K sold.

Riversville Capital first reported a position in NVS in Q2 2013 and held it in 3 quarters. The position peaked at $123K in Q4 2013. 830 funds tracked by Wall St. Rank hold NVS as of Q1 2014.

  • Riversville Capital reported no remaining Novartis position as of Q1 2014 after selling out during the quarter.
  • Riversville Capital sold 1,702 Novartis shares in Q1 2014, an estimated $123K.
  • Riversville Capital first reported a position in Novartis in Q2 2013 and held it in 3 quarters.
  • Riversville Capital's Novartis position peaked at $123K in Q4 2013.
  • 830 funds tracked by Wall St. Rank held Novartis as of Q1 2014.

Based on Riversville Capital's 13F filing for Q1 2014, filed 10 Apr 2014.