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Westwood Management Corporation’s Novartis NVS Stock Holding History

Westwood Management Corporation’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
-6,696
Closed -$552K – 79
2015
Q3 		$552K Buy
+6,696
New +$596K 0.1% 50

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Bank of America
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UBS Group
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Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
IC
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Westwood Management Corporation's NVS Position: Q4 2015 in Review

Westwood Management Corporation sold out of Novartis (NVS) in Q4 2015, closing a stake of 6,696 shares — an estimated $552K sold.

Westwood Management Corporation first reported a position in NVS in Q3 2015 and held it in 1 quarter. The position peaked at $552K in Q3 2015. 927 funds tracked by Wall St. Rank hold NVS as of Q4 2015.

  • Westwood Management Corporation reported no remaining Novartis position as of Q4 2015 after selling out during the quarter.
  • Westwood Management Corporation sold 6,696 Novartis shares in Q4 2015, an estimated $552K.
  • Westwood Management Corporation first reported a position in Novartis in Q3 2015 and held it in 1 quarter.
  • Westwood Management Corporation's Novartis position peaked at $552K in Q3 2015.
  • 927 funds tracked by Wall St. Rank held Novartis as of Q4 2015.

Based on Westwood Management Corporation's 13F filing for Q4 2015, filed 25 Jan 2016.