Advocacy Wealth Management Services’s Novartis NVS Stock Holding History

Advocacy Wealth Management Services’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
2016 Q2	–	Sell	-10	Closed	-$1K	–	436
2016 Q1	$1K	Buy	+10	New	+$680	﹤0.01%	479
2013 Q3	$26K	Buy	+371	New	+$24.5K	0.07%	161

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Advocacy Wealth Management Services's NVS Position: Q2 2016 in Review

Advocacy Wealth Management Services sold out of Novartis (NVS) in Q2 2016, closing a stake of 10 shares — an estimated $1K sold.

Advocacy Wealth Management Services first reported a position in NVS in Q3 2013 and held it in 2 quarters. The position peaked at $26K in Q3 2013. 879 funds tracked by Wall St. Rank hold NVS as of Q2 2016.

Advocacy Wealth Management Services reported no remaining Novartis position as of Q2 2016 after selling out during the quarter.
Advocacy Wealth Management Services sold 10 Novartis shares in Q2 2016, an estimated $1K.
Advocacy Wealth Management Services first reported a position in Novartis in Q3 2013 and held it in 2 quarters.
Advocacy Wealth Management Services's Novartis position peaked at $26K in Q3 2013.
879 funds tracked by Wall St. Rank held Novartis as of Q2 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2016, filed 15 Jul 2016.