Agran Libbie’s Novartis NVS Stock Holding History

Agran Libbie’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 Q1	$223K	Sell	3,344 -83	-2%	-$5.53K	0.05%	116
2016 Q4	$224K	Sell	3,427 -56	-2%	-$3.63K	0.05%	115
2016 Q3	$246K	Buy	3,483 +223	+7%	+$16.3K	0.07%	101
2016 Q2	$241K	Hold	3,260	–	–	0.06%	118
2016 Q1	$212K	Buy	+3,260	New	+$222K	0.05%	118
2015 Q4	–	Sell	-2,510	Closed	-$207K	–	121
2015 Q3	$207K	Hold	2,510	–	–	0.06%	115
2015 Q2	$221K	Buy	2,510 +27	+1%	+$2.48K	0.06%	115
2015 Q1	$219K	Hold	2,483	–	–	0.05%	129
2014 Q4	$206K	Hold	2,483	–	–	0.05%	125
2014 Q3	$209K	Buy	+2,483	New	+$201K	0.05%	121

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Agran Libbie's NVS Position: Q1 2017 in Review

Agran Libbie reduced its Novartis (NVS) stake by 2.4% in Q1 2017, selling an estimated $5.53K and leaving 3,344 shares worth $223K. The position accounts for 0.05% of the portfolio, ranked #116.

Agran Libbie first reported a position in NVS in Q3 2014 and has held it in 10 quarters since. The position peaked at $246K in Q3 2016. 909 funds tracked by Wall St. Rank hold NVS as of Q1 2017.

Agran Libbie held 3,344 shares of Novartis worth $223K as of Q1 2017.
Agran Libbie sold 83 Novartis shares in Q1 2017, an estimated $5.53K.
Novartis made up 0.05% of Agran Libbie's portfolio in Q1 2017, its #116 holding.
Agran Libbie first reported a position in Novartis in Q3 2014 and has held it in 10 quarters since.
Agran Libbie's Novartis position peaked at $246K in Q3 2016.
909 funds tracked by Wall St. Rank held Novartis as of Q1 2017.

Based on Agran Libbie's 13F filing for Q1 2017, filed 27 Apr 2017.