BTIS
NVS icon

BB&T Investment Services’s Novartis NVS Stock Holding History

BB&T Investment Services’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 		$770K Buy
10,259
+1,713
+20% +$129K 0.13% 156
2017
Q3 		$648K Buy
8,546
+2,358
+38% +$178K 0.13% 151
2017
Q2 		$462K Sell
6,188
-1,843
-23% -$131K 0.12% 167
2017
Q1 		$529K Buy
8,031
+5,349
+199% +$356K 0.21% 107
2016
Q4 		$174K Buy
+2,682
New +$174K 0.13% 161

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

BB&T Investment Services's NVS Position: Q4 2017 in Review

BB&T Investment Services increased its Novartis (NVS) stake by 20% in Q4 2017, buying an estimated $129K and bringing the position to 10,259 shares worth $770K. The position accounts for 0.13% of the portfolio, ranked #156.

BB&T Investment Services first reported a position in NVS in Q4 2016 and has held it in 5 quarters since. 1,006 funds tracked by Wall St. Rank hold NVS as of Q4 2017.

  • BB&T Investment Services held 10,259 shares of Novartis worth $770K as of Q4 2017.
  • BB&T Investment Services bought 1,713 Novartis shares in Q4 2017, an estimated $129K.
  • Novartis made up 0.13% of BB&T Investment Services's portfolio in Q4 2017, its #156 holding.
  • BB&T Investment Services first reported a position in Novartis in Q4 2016 and has held it in 5 quarters since.
  • 1,006 funds tracked by Wall St. Rank held Novartis as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.