Simmons First Trust’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q4
$1.38M Buy
17,902
+11,654
+187% +$926K 0.16% 122
2015
Q3
$515K Buy
6,248
+853
+16% +$75.9K 0.13% 118
2015
Q2
$475K Sell
5,395
-254
-4% -$23.3K 0.12% 123
2015
Q1
$499K Sell
5,649
-189
-3% -$16.8K 0.12% 118
2014
Q4
$485K Buy
+5,838
New +$484K 0.12% 123

Other funds holding NVS

Simmons First Trust's NVS Position: Q4 2015 in Review

Simmons First Trust increased its Novartis (NVS) stake by 187% in Q4 2015, buying an estimated $926K and bringing the position to 17,902 shares worth $1.38M. The position accounts for 0.16% of the portfolio, ranked #122.

Simmons First Trust first reported a position in NVS in Q4 2014 and has held it in 5 quarters since. 926 funds tracked by Wall St. Rank hold NVS as of Q4 2015.

  • Simmons First Trust held 17,902 shares of Novartis worth $1.38M as of Q4 2015.
  • Simmons First Trust bought 11,654 Novartis shares in Q4 2015, an estimated $926K.
  • Novartis made up 0.16% of Simmons First Trust's portfolio in Q4 2015, its #122 holding.
  • Simmons First Trust first reported a position in Novartis in Q4 2014 and has held it in 5 quarters since.
  • 926 funds tracked by Wall St. Rank held Novartis as of Q4 2015.

Based on Simmons First Trust's 13F filing for Q4 2015, filed 1 Feb 2016.