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	–	409
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 $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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Fisher Asset Management

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

Loomis, Sayles & Company

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

Bank of America

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return