Calton & Associates’s Novartis NVS Stock Holding History

Calton & 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
2018 Q1	–	Sell	-1,514	Closed	-$118K	–	971
2017 Q4	$118K	Buy	+1,514	New	+$114K	0.03%	446

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

Calton & Associates's NVS Position: Q1 2018 in Review

Calton & Associates sold out of Novartis (NVS) in Q1 2018, closing a stake of 1,514 shares — an estimated $118K sold.

Calton & Associates first reported a position in NVS in Q4 2017 and held it in 1 quarter. The position peaked at $118K in Q4 2017. 1,012 funds tracked by Wall St. Rank hold NVS as of Q1 2018.

Calton & Associates reported no remaining Novartis position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 1,514 Novartis shares in Q1 2018, an estimated $118K.
Calton & Associates first reported a position in Novartis in Q4 2017 and held it in 1 quarter.
Calton & Associates's Novartis position peaked at $118K in Q4 2017.
1,012 funds tracked by Wall St. Rank held Novartis as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.