Bristol Advisors’s Novartis NVS Stock Holding History

Bristol 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
2017 Q2	–	Sell	-7,700	Closed	-$512K	–	77
2017 Q1	$512K	Buy	+7,700	New	+$513K	0.58%	23

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

BBHC

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

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

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

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

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

Bristol Advisors's NVS Position: Q2 2017 in Review

Bristol Advisors sold out of Novartis (NVS) in Q2 2017, closing a stake of 7,700 shares — an estimated $512K sold.

Bristol Advisors first reported a position in NVS in Q1 2017 and held it in 1 quarter. The position peaked at $512K in Q1 2017. 920 funds tracked by Wall St. Rank hold NVS as of Q2 2017.

Bristol Advisors reported no remaining Novartis position as of Q2 2017 after selling out during the quarter.
Bristol Advisors sold 7,700 Novartis shares in Q2 2017, an estimated $512K.
Bristol Advisors first reported a position in Novartis in Q1 2017 and held it in 1 quarter.
Bristol Advisors's Novartis position peaked at $512K in Q1 2017.
920 funds tracked by Wall St. Rank held Novartis as of Q2 2017.

Based on Bristol Advisors's 13F filing for Q2 2017, filed 3 Aug 2017.