Wealthfront’s Novartis NVS Stock Holding History

Wealthfront’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 Q4	–	Sell	-1,398	Closed	-$115K	–	794
2015 Q3	$115K	Buy	1,398 +62	+5%	+$5.52K	﹤0.01%	378
2015 Q2	$118K	Buy	1,336 +1,290	+2,804%	+$118K	﹤0.01%	370
2015 Q1	$4K	Buy	+46	New	+$4.08K	﹤0.01%	850
2014 Q4	–	Sell	-21	Closed	-$2K	–	881
2014 Q3	$2K	Buy	21 +8	+62%	+$647	﹤0.01%	602
2014 Q2	$1K	Buy	+13	New	+$1.02K	﹤0.01%	577

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Institutional Capital Chicago, Illinois $6.75B AUM 3.51% 1-Year Est. Return

Wealthfront's NVS Position: Q4 2015 in Review

Wealthfront sold out of Novartis (NVS) in Q4 2015, closing a stake of 1,398 shares — an estimated $115K sold.

Wealthfront first reported a position in NVS in Q2 2014 and held it in 5 quarters. The position peaked at $118K in Q2 2015. 927 funds tracked by Wall St. Rank hold NVS as of Q4 2015.

Wealthfront reported no remaining Novartis position as of Q4 2015 after selling out during the quarter.
Wealthfront sold 1,398 Novartis shares in Q4 2015, an estimated $115K.
Wealthfront first reported a position in Novartis in Q2 2014 and held it in 5 quarters.
Wealthfront's Novartis position peaked at $118K in Q2 2015.
927 funds tracked by Wall St. Rank held Novartis as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.