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Rushmore Investment Advisors’s Novartis NVS Stock Holding History

Rushmore Investment 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
Q2 		$400K Buy
+6,305
New +$410K 0.08% 161

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Rushmore Investment Advisors's NVS Position: Q2 2013 in Review

Rushmore Investment Advisors opened a new position in Novartis (NVS) in Q2 2013: 6,305 shares worth $400K. The stake represents 0.08% of the portfolio and ranks #161 among its holdings.

763 funds tracked by Wall St. Rank hold NVS as of Q2 2013.

  • Rushmore Investment Advisors held 6,305 shares of Novartis worth $400K as of Q2 2013.
  • Novartis was a new Rushmore Investment Advisors position in Q2 2013.
  • Novartis made up 0.08% of Rushmore Investment Advisors's portfolio in Q2 2013, its #161 holding.
  • 763 funds tracked by Wall St. Rank held Novartis as of Q2 2013.

Based on Rushmore Investment Advisors's 13F filing for Q2 2013, filed 29 Aug 2013.