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Strategic Wealth Management’s Novartis NVS Stock Holding History

Strategic Wealth Management’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
Q2 		– Sell
-6,626
Closed -$585K – 49
2015
Q1 		$585K Buy
+6,626
New +$588K 0.58% 37

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Strategic Wealth Management's NVS Position: Q2 2015 in Review

Strategic Wealth Management sold out of Novartis (NVS) in Q2 2015, closing a stake of 6,626 shares — an estimated $585K sold.

Strategic Wealth Management first reported a position in NVS in Q1 2015 and held it in 1 quarter. The position peaked at $585K in Q1 2015. 945 funds tracked by Wall St. Rank hold NVS as of Q2 2015.

  • Strategic Wealth Management reported no remaining Novartis position as of Q2 2015 after selling out during the quarter.
  • Strategic Wealth Management sold 6,626 Novartis shares in Q2 2015, an estimated $585K.
  • Strategic Wealth Management first reported a position in Novartis in Q1 2015 and held it in 1 quarter.
  • Strategic Wealth Management's Novartis position peaked at $585K in Q1 2015.
  • 945 funds tracked by Wall St. Rank held Novartis as of Q2 2015.

Based on Strategic Wealth Management's 13F filing for Q2 2015, filed 28 Jul 2015.