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Smith & Howard Wealth Management’s Novartis NVS Stock Holding History

Smith & Howard Wealth Management’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
2014
Q1 		– Sell
-229
Closed -$16K – 161
2013
Q4 		$16K Buy
+229
New +$15.9K 0.01% 184

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 5.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 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

Smith & Howard Wealth Management's NVS Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of Novartis (NVS) in Q1 2014, closing a stake of 229 shares — an estimated $16K sold.

Smith & Howard Wealth Management first reported a position in NVS in Q4 2013 and held it in 1 quarter. The position peaked at $16K in Q4 2013. 830 funds tracked by Wall St. Rank hold NVS as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining Novartis position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 229 Novartis shares in Q1 2014, an estimated $16K.
  • Smith & Howard Wealth Management first reported a position in Novartis in Q4 2013 and held it in 1 quarter.
  • Smith & Howard Wealth Management's Novartis position peaked at $16K in Q4 2013.
  • 830 funds tracked by Wall St. Rank held Novartis as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.