Bridgeworth’s Novartis NVS Stock Holding History

Bridgeworth’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 Q3	–	Sell	-264	Closed	-$17K	–	405
2018 Q2	$17K	Buy	+264	New	+$18.2K	0.01%	390

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bridgeworth's NVS Position: Q3 2018 in Review

Bridgeworth sold out of Novartis (NVS) in Q3 2018, closing a stake of 264 shares — an estimated $17K sold.

Bridgeworth first reported a position in NVS in Q2 2018 and held it in 1 quarter. The position peaked at $17K in Q2 2018. 1,028 funds tracked by Wall St. Rank hold NVS as of Q3 2018.

Bridgeworth reported no remaining Novartis position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 264 Novartis shares in Q3 2018, an estimated $17K.
Bridgeworth first reported a position in Novartis in Q2 2018 and held it in 1 quarter.
Bridgeworth's Novartis position peaked at $17K in Q2 2018.
1,028 funds tracked by Wall St. Rank held Novartis as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.