SFS
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Signator Financial Services’s Novartis NVS Stock Holding History

Signator Financial Services’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
Q3 		$47K Hold
677
– – 0.05% 110
2013
Q2 		$43K Buy
+677
New +$44K 0.05% 115

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BTS
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Neuberger Berman Group
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Signator Financial Services's NVS Position: Q3 2013 in Review

Signator Financial Services held its Novartis (NVS) position steady in Q3 2013 at 677 shares worth $47K. The position accounts for 0.05% of the portfolio, ranked #110.

Signator Financial Services first reported a position in NVS in Q2 2013 and has held it in 2 quarters since. 761 funds tracked by Wall St. Rank hold NVS as of Q3 2013.

  • Signator Financial Services held 677 shares of Novartis worth $47K as of Q3 2013.
  • Signator Financial Services left its Novartis share count unchanged in Q3 2013.
  • Novartis made up 0.05% of Signator Financial Services's portfolio in Q3 2013, its #110 holding.
  • Signator Financial Services first reported a position in Novartis in Q2 2013 and has held it in 2 quarters since.
  • 761 funds tracked by Wall St. Rank held Novartis as of Q3 2013.

Based on Signator Financial Services's 13F filing for Q3 2013, filed 25 Aug 2014.