Arthur Zaske & Associates’s Novartis NVS Stock Holding History

Arthur Zaske & Associates’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 Q4	$289K	Hold	3,847	–	–	0.32%	60
2017 Q3	$296K	Hold	3,847	–	–	0.31%	52
2017 Q2	$288K	Hold	3,847	–	–	0.25%	51
2017 Q1	$256K	Hold	3,847	–	–	0.18%	55
2016 Q4	$251K	Hold	3,847	–	–	0.18%	64
2016 Q3	$272K	Buy	+3,847	New	+$280K	0.4%	48

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

Arthur Zaske & Associates's NVS Position: Q4 2017 in Review

Arthur Zaske & Associates held its Novartis (NVS) position steady in Q4 2017 at 3,847 shares worth $289K. The position accounts for 0.32% of the portfolio, ranked #60.

Arthur Zaske & Associates first reported a position in NVS in Q3 2016 and has held it in 6 quarters since. The position peaked at $296K in Q3 2017. 1,006 funds tracked by Wall St. Rank hold NVS as of Q4 2017.

Arthur Zaske & Associates held 3,847 shares of Novartis worth $289K as of Q4 2017.
Arthur Zaske & Associates left its Novartis share count unchanged in Q4 2017.
Novartis made up 0.32% of Arthur Zaske & Associates's portfolio in Q4 2017, its #60 holding.
Arthur Zaske & Associates first reported a position in Novartis in Q3 2016 and has held it in 6 quarters since.
Arthur Zaske & Associates's Novartis position peaked at $296K in Q3 2017.
1,006 funds tracked by Wall St. Rank held Novartis as of Q4 2017.

Based on Arthur Zaske & Associates's 13F filing for Q4 2017, filed 14 Feb 2018.