Brick & Kyle Associates’s Novartis NVS Stock Holding History

Brick & Kyle Associates’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	-682	Closed	-$45K	–	277
2017 Q1	$45K	Hold	682	–	–	0.03%	193
2016 Q4	$45K	Hold	682	–	–	0.04%	186
2016 Q3	$48K	Hold	682	–	–	0.04%	183
2016 Q2	$50K	Hold	682	–	–	0.04%	177
2016 Q1	$44K	Hold	682	–	–	0.04%	184
2015 Q4	$53K	Hold	682	–	–	0.05%	168
2015 Q3	$56K	Buy	682 +236	+53%	+$21K	0.05%	156
2015 Q2	$39K	Hold	446	–	–	0.03%	201
2015 Q1	$39K	Hold	446	–	–	0.03%	202
2014 Q4	$37K	Buy	+446	New	+$37K	0.03%	205

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

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

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

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

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

Brick & Kyle Associates's NVS Position: Q2 2017 in Review

Brick & Kyle Associates sold out of Novartis (NVS) in Q2 2017, closing a stake of 682 shares — an estimated $45K sold.

Brick & Kyle Associates first reported a position in NVS in Q4 2014 and held it in 10 quarters. The position peaked at $56K in Q3 2015. 921 funds tracked by Wall St. Rank hold NVS as of Q2 2017.

Brick & Kyle Associates reported no remaining Novartis position as of Q2 2017 after selling out during the quarter.
Brick & Kyle Associates sold 682 Novartis shares in Q2 2017, an estimated $45K.
Brick & Kyle Associates first reported a position in Novartis in Q4 2014 and held it in 10 quarters.
Brick & Kyle Associates's Novartis position peaked at $56K in Q3 2015.
921 funds tracked by Wall St. Rank held Novartis as of Q2 2017.

Based on Brick & Kyle Associates's 13F filing for Q2 2017, filed 14 Aug 2017.