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Stuart Chaussee & Associates’s Novartis NVS Stock Holding History

Stuart Chaussee & Associates’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
-89
Closed -$7K – 92
2015
Q4 		$7K Buy
+89
New +$7.07K 0.01% 72

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

Stuart Chaussee & Associates's NVS Position: Q1 2016 in Review

Stuart Chaussee & Associates sold out of Novartis (NVS) in Q1 2016, closing a stake of 89 shares — an estimated $7K sold.

Stuart Chaussee & Associates first reported a position in NVS in Q4 2015 and held it in 1 quarter. The position peaked at $7K in Q4 2015. 875 funds tracked by Wall St. Rank hold NVS as of Q1 2016.

  • Stuart Chaussee & Associates reported no remaining Novartis position as of Q1 2016 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 89 Novartis shares in Q1 2016, an estimated $7K.
  • Stuart Chaussee & Associates first reported a position in Novartis in Q4 2015 and held it in 1 quarter.
  • Stuart Chaussee & Associates's Novartis position peaked at $7K in Q4 2015.
  • 875 funds tracked by Wall St. Rank held Novartis as of Q1 2016.

Based on Stuart Chaussee & Associates's 13F filing for Q1 2016, filed 27 Apr 2016.