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Stifel Nicolaus & Co’s Novartis NVS Stock Holding History

Stifel Nicolaus & Co’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 		$7.91M Sell
115,092
-35,651
-24% -$2.36M 0.13% 173
2013
Q2 		$9.55M Buy
+150,743
New +$9.81M 0.17% 144

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
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

Stifel Nicolaus & Co's NVS Position: Q3 2013 in Review

Stifel Nicolaus & Co reduced its Novartis (NVS) stake by 24% in Q3 2013, selling an estimated $2.36M and leaving 115,092 shares worth $7.91M. The position accounts for 0.13% of the portfolio, ranked #173.

Stifel Nicolaus & Co first reported a position in NVS in Q2 2013 and has held it in 2 quarters since. The position peaked at $9.55M in Q2 2013. 761 funds tracked by Wall St. Rank hold NVS as of Q3 2013.

  • Stifel Nicolaus & Co held 115,092 shares of Novartis worth $7.91M as of Q3 2013.
  • Stifel Nicolaus & Co sold 35,651 Novartis shares in Q3 2013, an estimated $2.36M.
  • Novartis made up 0.13% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #173 holding.
  • Stifel Nicolaus & Co first reported a position in Novartis in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's Novartis position peaked at $9.55M in Q2 2013.
  • 761 funds tracked by Wall St. Rank held Novartis as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.