Apriem Advisors’s Novartis NVS Stock Holding History

Apriem Advisors’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
2018 Q3	–	Sell	-558	Closed	-$38K	–	299
2018 Q2	$38K	Buy	+558	New	+$38.5K	0.01%	273
2017 Q2	–	Sell	-670	Closed	-$45K	–	408
2017 Q1	$45K	Sell	670 -49	-7%	-$3.27K	0.01%	245
2016 Q4	$47K	Buy	719 +34	+5%	+$2.21K	0.01%	238
2016 Q3	$48K	Hold	685	–	–	0.01%	228
2016 Q2	$51K	Sell	685 -88	-11%	-$6.08K	0.02%	225
2016 Q1	$50K	Buy	773 +285	+58%	+$19.4K	0.02%	195
2015 Q4	$38K	Buy	488 +97	+25%	+$7.71K	0.01%	223
2015 Q3	$32K	Sell	391 -532	-58%	-$47.3K	0.01%	236
2015 Q2	$81K	Buy	923 +393	+74%	+$36.1K	0.03%	160
2015 Q1	$47K	Hold	530	–	–	0.02%	214
2014 Q4	$44K	Hold	530	–	–	0.02%	202
2014 Q3	$45K	Buy	+530	New	+$42.9K	0.02%	212
2013 Q4	–	Sell	-52	Closed	-$4K	–	524
2013 Q3	$4K	Hold	52	–	–	﹤0.01%	427
2013 Q2	$3K	Buy	+52	New	+$3.38K	﹤0.01%	412

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Apriem Advisors's NVS Position: Q3 2018 in Review

Apriem Advisors sold out of Novartis (NVS) in Q3 2018, closing a stake of 558 shares — an estimated $38K sold.

Apriem Advisors first reported a position in NVS in Q2 2013 and held it in 14 quarters. The position peaked at $81K in Q2 2015. 1,028 funds tracked by Wall St. Rank hold NVS as of Q3 2018.

Apriem Advisors reported no remaining Novartis position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 558 Novartis shares in Q3 2018, an estimated $38K.
Apriem Advisors first reported a position in Novartis in Q2 2013 and held it in 14 quarters.
Apriem Advisors's Novartis position peaked at $81K in Q2 2015.
1,028 funds tracked by Wall St. Rank held Novartis as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.