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Acrospire Investment Management’s Novartis NVS Stock Holding History

Acrospire Investment 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
2017
Q3 		– Sell
-670
Closed -$50K – 962
2017
Q2 		$50K Buy
670
+335
+100% +$23.7K 0.05% 860
2017
Q1 		$22K Buy
+335
New +$22.3K 0.02% 1565
2016
Q4 		– Sell
-446
Closed -$28.9K – 2356
2016
Q3 		$32K Buy
446
+111
+33% +$8.09K 0.02% 1306
2016
Q2 		$25K Buy
+335
New +$23.1K 0.02% 1453

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Acrospire Investment Management's NVS Position: Q3 2017 in Review

Acrospire Investment Management sold out of Novartis (NVS) in Q3 2017, closing a stake of 670 shares — an estimated $50K sold.

Acrospire Investment Management first reported a position in NVS in Q2 2016 and held it in 4 quarters. The position peaked at $50K in Q2 2017. 937 funds tracked by Wall St. Rank hold NVS as of Q3 2017.

  • Acrospire Investment Management reported no remaining Novartis position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 670 Novartis shares in Q3 2017, an estimated $50K.
  • Acrospire Investment Management first reported a position in Novartis in Q2 2016 and held it in 4 quarters.
  • Acrospire Investment Management's Novartis position peaked at $50K in Q2 2017.
  • 937 funds tracked by Wall St. Rank held Novartis as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.