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Strategic Advisors’s Novartis NVS Stock Holding History

Strategic Advisors’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
2016
Q1 		– Sell
-7,366
Closed -$568K – 135
2015
Q4 		$568K Sell
7,366
-334
-4% -$26.5K 0.37% 79
2015
Q3 		$634K Hold
7,700
– – 0.44% 74
2015
Q2 		$679K Buy
+7,700
New +$706K 0.43% 75
2015
Q1 		– Sell
-7,366
Closed -$612K – 138
2014
Q4 		$612K Sell
7,366
-1,450
-16% -$120K 0.4% 85
2014
Q3 		$744K Buy
+8,816
New +$713K 0.49% 73

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return

Strategic Advisors's NVS Position: Q1 2016 in Review

Strategic Advisors sold out of Novartis (NVS) in Q1 2016, closing a stake of 7,366 shares — an estimated $568K sold.

Strategic Advisors first reported a position in NVS in Q3 2014 and held it in 5 quarters. The position peaked at $744K in Q3 2014. 875 funds tracked by Wall St. Rank hold NVS as of Q1 2016.

  • Strategic Advisors reported no remaining Novartis position as of Q1 2016 after selling out during the quarter.
  • Strategic Advisors sold 7,366 Novartis shares in Q1 2016, an estimated $568K.
  • Strategic Advisors first reported a position in Novartis in Q3 2014 and held it in 5 quarters.
  • Strategic Advisors's Novartis position peaked at $744K in Q3 2014.
  • 875 funds tracked by Wall St. Rank held Novartis as of Q1 2016.

Based on Strategic Advisors's 13F filing for Q1 2016, filed 6 May 2016.