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Strategic Capital Group’s Novartis NVS Stock Holding History

Strategic Capital Group’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
Q2 		$45K Hold
558
– – 0.01% 211
2014
Q1 		$43K Hold
558
– – 0.01% 239
2013
Q4 		$40K Hold
558
– – 0.03% 188
2013
Q3 		$38K Hold
558
– – 0.01% 211
2013
Q2 		$35K Buy
+558
New +$36.3K 0.02% 193

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Strategic Capital Group's NVS Position: Q2 2014 in Review

Strategic Capital Group held its Novartis (NVS) position steady in Q2 2014 at 558 shares worth $45K. The position accounts for 0.01% of the portfolio, ranked #211.

Strategic Capital Group first reported a position in NVS in Q2 2013 and has held it in 5 quarters since. 847 funds tracked by Wall St. Rank hold NVS as of Q2 2014.

  • Strategic Capital Group held 558 shares of Novartis worth $45K as of Q2 2014.
  • Strategic Capital Group left its Novartis share count unchanged in Q2 2014.
  • Novartis made up 0.01% of Strategic Capital Group's portfolio in Q2 2014, its #211 holding.
  • Strategic Capital Group first reported a position in Novartis in Q2 2013 and has held it in 5 quarters since.
  • 847 funds tracked by Wall St. Rank held Novartis as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.