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CapWealth Advisors’s Novartis NVS Stock Holding History

CapWealth 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
2016
Q4 		– Sell
-15
Closed -$1K – 210
2016
Q3 		$1K Buy
+15
New +$1.09K ﹤0.01% 283
2013
Q4 		– Sell
-463
Closed -$32K – 398
2013
Q3 		$32K Buy
+463
New +$30.6K 0.01% 193

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

CapWealth Advisors's NVS Position: Q4 2016 in Review

CapWealth Advisors sold out of Novartis (NVS) in Q4 2016, closing a stake of 15 shares — an estimated $1K sold.

CapWealth Advisors first reported a position in NVS in Q3 2013 and held it in 2 quarters. The position peaked at $32K in Q3 2013. 905 funds tracked by Wall St. Rank hold NVS as of Q4 2016.

  • CapWealth Advisors reported no remaining Novartis position as of Q4 2016 after selling out during the quarter.
  • CapWealth Advisors sold 15 Novartis shares in Q4 2016, an estimated $1K.
  • CapWealth Advisors first reported a position in Novartis in Q3 2013 and held it in 2 quarters.
  • CapWealth Advisors's Novartis position peaked at $32K in Q3 2013.
  • 905 funds tracked by Wall St. Rank held Novartis as of Q4 2016.

Based on CapWealth Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.