Camarda Financial Advisors’s Novartis NVS Stock Holding History

Camarda Financial 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
2019 Q3	–	Sell	-334	Closed	-$30K	–	334
2019 Q2	$30K	Sell	334 -81	-20%	-$6.86K	0.06%	106
2019 Q1	$36K	Buy	+415	New	+$33.3K	0.07%	96
2017 Q4	–	Sell	-384	Closed	-$30K	–	210
2017 Q3	$30K	Hold	384	–	–	0.03%	123
2017 Q2	$29K	Buy	+384	New	+$27.2K	0.03%	123
2016 Q4	–	Sell	-187	Closed	-$13K	–	277
2016 Q3	$13K	Sell	187 -158	-46%	-$11.5K	0.01%	162
2016 Q2	$25K	Buy	345 +188	+120%	+$13K	0.02%	162
2016 Q1	$10K	Hold	157	–	–	0.01%	199
2015 Q4	$12K	Hold	157	–	–	0.01%	199
2015 Q3	$13K	Hold	157	–	–	0.01%	136
2015 Q2	$14K	Hold	157	–	–	0.01%	176
2015 Q1	$14K	Buy	+157	New	+$13.9K	0.01%	196

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Camarda Financial Advisors's NVS Position: Q3 2019 in Review

Camarda Financial Advisors sold out of Novartis (NVS) in Q3 2019, closing a stake of 334 shares — an estimated $30K sold.

Camarda Financial Advisors first reported a position in NVS in Q1 2015 and held it in 11 quarters. The position peaked at $36K in Q1 2019. 1,091 funds tracked by Wall St. Rank hold NVS as of Q3 2019.

Camarda Financial Advisors reported no remaining Novartis position as of Q3 2019 after selling out during the quarter.
Camarda Financial Advisors sold 334 Novartis shares in Q3 2019, an estimated $30K.
Camarda Financial Advisors first reported a position in Novartis in Q1 2015 and held it in 11 quarters.
Camarda Financial Advisors's Novartis position peaked at $36K in Q1 2019.
1,091 funds tracked by Wall St. Rank held Novartis as of Q3 2019.

Based on Camarda Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.