Benchmark Capital Advisors’s Novartis NVS Stock Holding History

Benchmark Capital Advisors’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
2018 Q2	–	Sell	-14,843	Closed	-$1.07M	–	137
2018 Q1	$1.07M	Sell	14,843 -223	-1%	-$17K	0.85%	40
2017 Q4	$1.13M	Sell	15,066 -4,018	-21%	-$303K	0.88%	37
2017 Q3	$1.47M	Buy	19,084 +558	+3%	+$42.1K	1.14%	26
2017 Q2	$1.39M	Buy	+18,526	New	+$1.31M	1.09%	28

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Benchmark Capital Advisors's NVS Position: Q2 2018 in Review

Benchmark Capital Advisors sold out of Novartis (NVS) in Q2 2018, closing a stake of 14,843 shares — an estimated $1.07M sold.

Benchmark Capital Advisors first reported a position in NVS in Q2 2017 and held it in 4 quarters. The position peaked at $1.47M in Q3 2017. 987 funds tracked by Wall St. Rank hold NVS as of Q2 2018.

Benchmark Capital Advisors reported no remaining Novartis position as of Q2 2018 after selling out during the quarter.
Benchmark Capital Advisors sold 14,843 Novartis shares in Q2 2018, an estimated $1.07M.
Benchmark Capital Advisors first reported a position in Novartis in Q2 2017 and held it in 4 quarters.
Benchmark Capital Advisors's Novartis position peaked at $1.47M in Q3 2017.
987 funds tracked by Wall St. Rank held Novartis as of Q2 2018.

Based on Benchmark Capital Advisors's 13F filing for Q2 2018, filed 25 Jul 2018.