C-J Advisory’s Novartis NVS Stock Holding History

C-J Advisory’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 Q1	–	Sell	-177	Closed	-$13.5K	–	163
2017 Q4	$13K	Hold	177	–	–	0.01%	103
2017 Q3	$14K	Hold	177	–	–	0.01%	95
2017 Q2	$13K	Hold	177	–	–	0.01%	97
2017 Q1	$12K	Buy	+177	New	+$11.8K	0.01%	100

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

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

BBHC

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

C-J Advisory's NVS Position: Q1 2018 in Review

C-J Advisory sold out of Novartis (NVS) in Q1 2018, closing a stake of 177 shares — an estimated $13.5K sold.

C-J Advisory first reported a position in NVS in Q1 2017 and held it in 4 quarters. The position peaked at $14K in Q3 2017. 1,012 funds tracked by Wall St. Rank hold NVS as of Q1 2018.

C-J Advisory reported no remaining Novartis position as of Q1 2018 after selling out during the quarter.
C-J Advisory sold 177 Novartis shares in Q1 2018, an estimated $13.5K.
C-J Advisory first reported a position in Novartis in Q1 2017 and held it in 4 quarters.
C-J Advisory's Novartis position peaked at $14K in Q3 2017.
1,012 funds tracked by Wall St. Rank held Novartis as of Q1 2018.

Based on C-J Advisory's 13F filing for Q1 2018, filed 3 May 2019.