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Asset Planning Services (Pennsylvania)’s Novartis NVS Stock Holding History

Asset Planning Services (Pennsylvania)’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 		– Sell
-301
Closed -$23K – 296
2017
Q3 		$23K Buy
301
+150
+99% +$11.3K 0.01% 191
2017
Q2 		$11K Buy
+151
New +$10.7K 0.01% 217

Other funds holding NVS

Dodge & Cox
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
Parnassus Investments
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
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s NVS Position: Q4 2017 in Review

Asset Planning Services (Pennsylvania) sold out of Novartis (NVS) in Q4 2017, closing a stake of 301 shares — an estimated $23K sold.

Asset Planning Services (Pennsylvania) first reported a position in NVS in Q2 2017 and held it in 2 quarters. The position peaked at $23K in Q3 2017. 1,006 funds tracked by Wall St. Rank hold NVS as of Q4 2017.

  • Asset Planning Services (Pennsylvania) reported no remaining Novartis position as of Q4 2017 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 301 Novartis shares in Q4 2017, an estimated $23K.
  • Asset Planning Services (Pennsylvania) first reported a position in Novartis in Q2 2017 and held it in 2 quarters.
  • Asset Planning Services (Pennsylvania)'s Novartis position peaked at $23K in Q3 2017.
  • 1,006 funds tracked by Wall St. Rank held Novartis as of Q4 2017.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2017, filed 1 Feb 2018.