BCM
NVS icon

Bluefin Capital Management’s Novartis NVS Stock Holding History

Bluefin Capital Management’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
-7,549
Closed -$581K – 560
2017
Q3 		$581K Buy
+7,549
New +$570K 0.07% 199
2015
Q2 		– Sell
-2,455
Closed -$217K – 501
2015
Q1 		$217K Buy
+2,455
New +$218K 0.02% 372

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bluefin Capital Management's NVS Position: Q4 2017 in Review

Bluefin Capital Management sold out of Novartis (NVS) in Q4 2017, closing a stake of 7,549 shares — an estimated $581K sold.

Bluefin Capital Management first reported a position in NVS in Q1 2015 and held it in 2 quarters. The position peaked at $581K in Q3 2017. 1,007 funds tracked by Wall St. Rank hold NVS as of Q4 2017.

  • Bluefin Capital Management reported no remaining Novartis position as of Q4 2017 after selling out during the quarter.
  • Bluefin Capital Management sold 7,549 Novartis shares in Q4 2017, an estimated $581K.
  • Bluefin Capital Management first reported a position in Novartis in Q1 2015 and held it in 2 quarters.
  • Bluefin Capital Management's Novartis position peaked at $581K in Q3 2017.
  • 1,007 funds tracked by Wall St. Rank held Novartis as of Q4 2017.

Based on Bluefin Capital Management's 13F filing for Q4 2017, filed 14 Feb 2018.