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Strategic Capital Alternatives’s Novartis NVS Stock Holding History

Strategic Capital Alternatives’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
Q3 		– Sell
-1,355
Closed -$120K – 415
2015
Q2 		$120K Hold
1,355
– – 0.03% 229
2015
Q1 		$120K Buy
+1,355
New +$120K 0.03% 200
2014
Q4 		– Sell
-795
Closed -$67K – 252
2014
Q3 		$67K Buy
+795
New +$64.3K 0.02% 212

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.51% 1-Year Est. Return

Strategic Capital Alternatives's NVS Position: Q3 2015 in Review

Strategic Capital Alternatives sold out of Novartis (NVS) in Q3 2015, closing a stake of 1,355 shares — an estimated $120K sold.

Strategic Capital Alternatives first reported a position in NVS in Q3 2014 and held it in 3 quarters. The position peaked at $120K in Q2 2015. 926 funds tracked by Wall St. Rank hold NVS as of Q3 2015.

  • Strategic Capital Alternatives reported no remaining Novartis position as of Q3 2015 after selling out during the quarter.
  • Strategic Capital Alternatives sold 1,355 Novartis shares in Q3 2015, an estimated $120K.
  • Strategic Capital Alternatives first reported a position in Novartis in Q3 2014 and held it in 3 quarters.
  • Strategic Capital Alternatives's Novartis position peaked at $120K in Q2 2015.
  • 926 funds tracked by Wall St. Rank held Novartis as of Q3 2015.

Based on Strategic Capital Alternatives's 13F filing for Q3 2015, filed 16 Nov 2015.