TSWM
NVS icon

Triangle Securities Wealth Management’s Novartis NVS Stock Holding History

Triangle Securities 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
2013
Q3 		– Sell
-658
Closed -$42K – 301
2013
Q2 		$42K Buy
+658
New +$42.8K 0.03% 281

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Triangle Securities Wealth Management's NVS Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of Novartis (NVS) in Q3 2013, closing a stake of 658 shares — an estimated $42K sold.

Triangle Securities Wealth Management first reported a position in NVS in Q2 2013 and held it in 1 quarter. The position peaked at $42K in Q2 2013. 761 funds tracked by Wall St. Rank hold NVS as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining Novartis position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 658 Novartis shares in Q3 2013, an estimated $42K.
  • Triangle Securities Wealth Management first reported a position in Novartis in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's Novartis position peaked at $42K in Q2 2013.
  • 761 funds tracked by Wall St. Rank held Novartis as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.