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Stancorp Investment Advisers’s Novartis NVS Stock Holding History

Stancorp 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
2015
Q1 		$171K Hold
1,932
– – 0.08% 174
2014
Q4 		$160K Buy
+1,932
New +$160K 0.07% 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
Fisher Asset Management
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stancorp Investment Advisers's NVS Position: Q1 2015 in Review

Stancorp Investment Advisers held its Novartis (NVS) position steady in Q1 2015 at 1,932 shares worth $171K. The position accounts for 0.08% of the portfolio, ranked #174.

Stancorp Investment Advisers first reported a position in NVS in Q4 2014 and has held it in 2 quarters since. 939 funds tracked by Wall St. Rank hold NVS as of Q1 2015.

  • Stancorp Investment Advisers held 1,932 shares of Novartis worth $171K as of Q1 2015.
  • Stancorp Investment Advisers left its Novartis share count unchanged in Q1 2015.
  • Novartis made up 0.08% of Stancorp Investment Advisers's portfolio in Q1 2015, its #174 holding.
  • Stancorp Investment Advisers first reported a position in Novartis in Q4 2014 and has held it in 2 quarters since.
  • 939 funds tracked by Wall St. Rank held Novartis as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.