Torch Wealth Management’s Novartis NVS Stock Holding History

Torch 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
2014 Q3	–	Sell	-446	Closed	-$36K	–	195
2014 Q2	$36K	Hold	446	–	–	0.02%	179
2014 Q1	$34K	Hold	446	–	–	0.02%	185
2013 Q4	$32K	Buy	+446	New	+$31K	0.02%	169

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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 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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Torch Wealth Management's NVS Position: Q3 2014 in Review

Torch Wealth Management sold out of Novartis (NVS) in Q3 2014, closing a stake of 446 shares — an estimated $36K sold.

Torch Wealth Management first reported a position in NVS in Q4 2013 and held it in 3 quarters. The position peaked at $36K in Q2 2014. 874 funds tracked by Wall St. Rank hold NVS as of Q3 2014.

Torch Wealth Management reported no remaining Novartis position as of Q3 2014 after selling out during the quarter.
Torch Wealth Management sold 446 Novartis shares in Q3 2014, an estimated $36K.
Torch Wealth Management first reported a position in Novartis in Q4 2013 and held it in 3 quarters.
Torch Wealth Management's Novartis position peaked at $36K in Q2 2014.
874 funds tracked by Wall St. Rank held Novartis as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.