Timothy F. Fidgeon’s Novartis NVS Stock Holding History

Timothy F. Fidgeon’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	$5.86M	Sell	71,084 -1,289	-2%	-$115K	2.89%	10
2015 Q2	$6.38M	Sell	72,373 -150	-0.2%	-$13.8K	2.83%	9
2015 Q1	$6.41M	Buy	72,523 +6,964	+11%	+$618K	2.76%	9
2014 Q4	$5.44M	Buy	65,559 +67	+0.1%	+$5.55K	2.48%	11
2014 Q3	$5.52M	Buy	65,492 +161	+0.2%	+$13K	2.59%	11
2014 Q2	$5.3M	Buy	65,331 +1,111	+2%	+$87.4K	2.43%	13
2014 Q1	$4.89M	Sell	64,220 -50	-0.1%	-$3.64K	2.33%	13
2013 Q4	$4.63M	Sell	64,270 -1,870	-3%	-$130K	2.2%	13
2013 Q3	$4.55M	Buy	66,140 +6	+0%	+$397	2.33%	12
2013 Q2	$4.19M	Buy	+66,134	New	+$4.3M	2.27%	12

Other funds holding NVS

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

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return