Arbor Wealth Management’s Novartis NVS Stock Holding History

Arbor Wealth 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
2019 Q3	–	Sell	-132	Closed	-$12K	–	149
2019 Q2	$12K	Buy	+132	New	+$11.2K	0.01%	129
2017 Q2	–	Sell	-22,716	Closed	-$1.64M	–	63
2017 Q1	$1.64M	Buy	22,716 +1,059	+5%	+$70.6K	1.44%	31
2016 Q4	$1.46K	Buy	21,657 +963	+5%	+$62.5K	1.14%	32
2016 Q3	$1.41M	Sell	20,694 -158	-0.8%	-$11.5K	1.2%	31
2016 Q2	$1.55M	Buy	20,852 +7,681	+58%	+$531K	1.47%	27
2016 Q1	$885K	Buy	13,171 +7,395	+128%	+$503K	0.91%	33
2015 Q4	$373K	Buy	+5,776	New	+$459K	0.41%	61

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Arbor Wealth Management's NVS Position: Q3 2019 in Review

Arbor Wealth Management sold out of Novartis (NVS) in Q3 2019, closing a stake of 132 shares — an estimated $12K sold.

Arbor Wealth Management first reported a position in NVS in Q4 2015 and held it in 7 quarters. The position peaked at $1.64M in Q1 2017. 1,090 funds tracked by Wall St. Rank hold NVS as of Q3 2019.

Arbor Wealth Management reported no remaining Novartis position as of Q3 2019 after selling out during the quarter.
Arbor Wealth Management sold 132 Novartis shares in Q3 2019, an estimated $12K.
Arbor Wealth Management first reported a position in Novartis in Q4 2015 and held it in 7 quarters.
Arbor Wealth Management's Novartis position peaked at $1.64M in Q1 2017.
1,090 funds tracked by Wall St. Rank held Novartis as of Q3 2019.

Based on Arbor Wealth Management's 13F filing for Q3 2019, filed 6 Nov 2019.