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Sanibel Captiva Investment Advisers’s Novartis NVS Stock Holding History

Sanibel Captiva Investment Advisers’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
Q4 		$1.23M Buy
17,002
+4,576
+37% +$318K 0.76% 47
2013
Q3 		$854K Buy
12,426
+6,204
+100% +$410K 0.66% 46
2013
Q2 		$394K Buy
+6,222
New +$405K 0.38% 57

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 16.21% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sanibel Captiva Investment Advisers's NVS Position: Q4 2013 in Review

Sanibel Captiva Investment Advisers increased its Novartis (NVS) stake by 37% in Q4 2013, buying an estimated $318K and bringing the position to 17,002 shares worth $1.23M. The position accounts for 0.76% of the portfolio, ranked #47.

Sanibel Captiva Investment Advisers first reported a position in NVS in Q2 2013 and has held it in 3 quarters since. 816 funds tracked by Wall St. Rank hold NVS as of Q4 2013.

  • Sanibel Captiva Investment Advisers held 17,002 shares of Novartis worth $1.23M as of Q4 2013.
  • Sanibel Captiva Investment Advisers bought 4,576 Novartis shares in Q4 2013, an estimated $318K.
  • Novartis made up 0.76% of Sanibel Captiva Investment Advisers's portfolio in Q4 2013, its #47 holding.
  • Sanibel Captiva Investment Advisers first reported a position in Novartis in Q2 2013 and has held it in 3 quarters since.
  • 816 funds tracked by Wall St. Rank held Novartis as of Q4 2013.

Based on Sanibel Captiva Investment Advisers's 13F filing for Q4 2013, filed 18 Feb 2014.