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Wunderlich Capital Managemnt’s Novartis NVS Stock Holding History

Wunderlich Capital Managemnt’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
Q2 		– Sell
-16,606
Closed -$1.27M – 88
2014
Q1 		$1.27M Sell
16,606
-630
-4% -$45.9K 1.2% 34
2013
Q4 		$1.24M Buy
+17,236
New +$1.2M 1.19% 38

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
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
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Wunderlich Capital Managemnt's NVS Position: Q2 2014 in Review

Wunderlich Capital Managemnt sold out of Novartis (NVS) in Q2 2014, closing a stake of 16,606 shares — an estimated $1.27M sold.

Wunderlich Capital Managemnt first reported a position in NVS in Q4 2013 and held it in 2 quarters. The position peaked at $1.27M in Q1 2014. 847 funds tracked by Wall St. Rank hold NVS as of Q2 2014.

  • Wunderlich Capital Managemnt reported no remaining Novartis position as of Q2 2014 after selling out during the quarter.
  • Wunderlich Capital Managemnt sold 16,606 Novartis shares in Q2 2014, an estimated $1.27M.
  • Wunderlich Capital Managemnt first reported a position in Novartis in Q4 2013 and held it in 2 quarters.
  • Wunderlich Capital Managemnt's Novartis position peaked at $1.27M in Q1 2014.
  • 847 funds tracked by Wall St. Rank held Novartis as of Q2 2014.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2014, filed 18 Aug 2014.