SFMG Wealth Advisors’s Novartis NVS Stock Holding History

SFMG Wealth 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
2015 Q1	–	Sell	-17,658	Closed	-$1.47M	–	182
2014 Q4	$1.47M	Buy	+17,658	New	+$1.46M	0.33%	36

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

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

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SFMG Wealth Advisors's NVS Position: Q1 2015 in Review

SFMG Wealth Advisors sold out of Novartis (NVS) in Q1 2015, closing a stake of 17,658 shares — an estimated $1.47M sold.

SFMG Wealth Advisors first reported a position in NVS in Q4 2014 and held it in 1 quarter. The position peaked at $1.47M in Q4 2014. 939 funds tracked by Wall St. Rank hold NVS as of Q1 2015.

SFMG Wealth Advisors reported no remaining Novartis position as of Q1 2015 after selling out during the quarter.
SFMG Wealth Advisors sold 17,658 Novartis shares in Q1 2015, an estimated $1.47M.
SFMG Wealth Advisors first reported a position in Novartis in Q4 2014 and held it in 1 quarter.
SFMG Wealth Advisors's Novartis position peaked at $1.47M in Q4 2014.
939 funds tracked by Wall St. Rank held Novartis as of Q1 2015.

Based on SFMG Wealth Advisors's 13F filing for Q1 2015, filed 11 May 2015.