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Bellwether Investment Group’s Novartis NVS Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-1,004
Closed -$67K – 435
2017
Q1 		$67K Buy
1,004
+88
+10% +$5.86K 0.18% 116
2016
Q4 		$60K Buy
+916
New +$59.4K 0.05% 248
2016
Q2 		$9K Buy
+126
New +$8.71K 0.01% 423

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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

Bellwether Investment Group's NVS Position: Q2 2017 in Review

Bellwether Investment Group sold out of Novartis (NVS) in Q2 2017, closing a stake of 1,004 shares — an estimated $67K sold.

Bellwether Investment Group first reported a position in NVS in Q2 2016 and held it in 3 quarters. The position peaked at $67K in Q1 2017. 920 funds tracked by Wall St. Rank hold NVS as of Q2 2017.

  • Bellwether Investment Group reported no remaining Novartis position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 1,004 Novartis shares in Q2 2017, an estimated $67K.
  • Bellwether Investment Group first reported a position in Novartis in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Novartis position peaked at $67K in Q1 2017.
  • 920 funds tracked by Wall St. Rank held Novartis as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.