Bank of the West’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
-3,448
Closed -$250K 304
2018
Q1
$250K Buy
+3,448
New +$262K 0.03% 276
2016
Q1
Sell
-6,118
Closed -$472K 286
2015
Q4
$472K Buy
6,118
+820
+15% +$65.1K 0.07% 202
2015
Q3
$436K Sell
5,298
-89
-2% -$7.92K 0.07% 200
2015
Q2
$475K Buy
5,387
+45
+0.8% +$4.13K 0.07% 196
2015
Q1
$472K Buy
5,342
+78
+1% +$6.92K 0.07% 195
2014
Q4
$437K Buy
+5,264
New +$436K 0.06% 210

Other funds holding NVS

Bank of the West's NVS Position: Q2 2018 in Review

Bank of the West sold out of Novartis (NVS) in Q2 2018, closing a stake of 3,448 shares — an estimated $250K sold.

Bank of the West first reported a position in NVS in Q4 2014 and held it in 6 quarters. The position peaked at $475K in Q2 2015. 988 funds tracked by Wall St. Rank hold NVS as of Q2 2018.

  • Bank of the West reported no remaining Novartis position as of Q2 2018 after selling out during the quarter.
  • Bank of the West sold 3,448 Novartis shares in Q2 2018, an estimated $250K.
  • Bank of the West first reported a position in Novartis in Q4 2014 and held it in 6 quarters.
  • Bank of the West's Novartis position peaked at $475K in Q2 2015.
  • 988 funds tracked by Wall St. Rank held Novartis as of Q2 2018.

Based on Bank of the West's 13F filing for Q2 2018, filed 25 Jul 2018.