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Valley Forge Asset Management’s Novartis NVS Stock Holding History

Valley Forge Asset 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
-5,706
Closed -$362K – 94
2013
Q2 		$362K Buy
+5,706
New +$371K 0.02% 73

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BBHC
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Wells Fargo
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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

Valley Forge Asset Management's NVS Position: Q3 2013 in Review

Valley Forge Asset Management sold out of Novartis (NVS) in Q3 2013, closing a stake of 5,706 shares — an estimated $362K sold.

Valley Forge Asset Management first reported a position in NVS in Q2 2013 and held it in 1 quarter. The position peaked at $362K in Q2 2013. 761 funds tracked by Wall St. Rank hold NVS as of Q3 2013.

  • Valley Forge Asset Management reported no remaining Novartis position as of Q3 2013 after selling out during the quarter.
  • Valley Forge Asset Management sold 5,706 Novartis shares in Q3 2013, an estimated $362K.
  • Valley Forge Asset Management first reported a position in Novartis in Q2 2013 and held it in 1 quarter.
  • Valley Forge Asset Management's Novartis position peaked at $362K in Q2 2013.
  • 761 funds tracked by Wall St. Rank held Novartis as of Q3 2013.

Based on Valley Forge Asset Management's 13F filing for Q3 2013, filed 12 Nov 2013.